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Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
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) | ₹72774 Cr | ₹2327 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.5% | 0.46% |
| 6 Month | 2.75% | 2.71% |
| 1 Year | 6.49% | 6.25% |
| 3 Year | 7.24% | 6.88% |
| 5 Year | 6% | 5.61% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.4% | 1.38% |
| 1 Year | 5.87% | 5.72% |
| 3 Year | 6.87% | 6.55% |
| 5 Year | 6.61% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7% | 6.15% |
| 3 Year | 6.6% | 5.88% |
| 5 Year | 7.21% | 5.32% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.36% |
| Sharp | 2.69% | 0.60% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 24.37 | 25.77 |
| Large Cap | 51.68 | 46.84 |
| Mid Cap | 20.85 | 10.45 |
| Small Cap | 3.11 | 16.94 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.01 | 25.08 |
| Energy | 3.63 | 4.86 |
| Industrials | 8.36 | 2.99 |
| Basic Materials | 11.76 | 4.35 |
| Healthcare | 6.1 | 3.02 |
| Consumer Defensive | 5.56 | 3.97 |
| Financial Services | 23.08 | 41.94 |
| Technology | 5.25 | 1.83 |
| Consumer Cyclical | 10.12 | 8.84 |
| Real Estate | 1.02 | 0.22 |
| Utilities | 2.37 | 1.87 |
| Communication Services | 2.74 | 1.03 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.44%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns22.39%
DSP Small Cap Fund - Regular - Growth
3Y Returns18.99%
Quant Small Cap Fund Regular Growth
3Y Returns19.54%
Sundaram Large and Midcap Fund Regular Plan - Growth
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Quant Large and Mid Cap Fund-Growth
3Y Returns14.5%
Nippon India Medium Duration Fund - Growth Option
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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.7%
