Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Fund	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹72274 Cr	₹2374 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Sep 2005	30 Jun 2014
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	299%
Expense Ratio	1.04	0.93
Manager	Hiten Shah	Mahesh A Chhabria
ISIN Code	INF174K01302	INF917K01QL8
Exits Load	Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
1 Month	0.53%	0.55%
6 Month	2.8%	2.76%
1 Year	6.67%	6.4%
3 Year	7.19%	6.82%
5 Year	5.91%	5.52%

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
6 Month	1.3%	1.29%
1 Year	5.98%	5.8%
3 Year	7%	6.65%
5 Year	6.59%	6.2%

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
1 Year	7.04%	6.14%
3 Year	6.59%	5.84%
5 Year	7.21%	5.31%

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.45%	0.39%
Sharp	1.00%	0.15%
Beta	-	-
Alpha	-	-

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Name	Hiten Shah	Mahesh A Chhabria
Total AUM	₹54601 Cr	₹15021 Cr
Funds Managed	4	9
	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Others	28.26	32.12
Large Cap	52.47	47.57
Mid Cap	17.04	12.02
Small Cap	2.23	8.29

Scheme Name	Kotak Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Others	25.52	30.03
Energy	5.07	4.38
Utilities	2.91	2.47
Industrials	6.88	2.05
Technology	5.21	1.48
Basic Materials	7.73	4.29
Healthcare	4.28	2.37
Consumer Defensive	3.88	3.72
Financial Services	25.5	42.13
Consumer Cyclical	8.92	5.08
Real Estate	1.31	0.48
Communication Services	2.78	1.52