- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
Kotak Arbitrage Fund - Growth
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹39217 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 252% |
| Expense Ratio | 1.04 | 0.94 |
| Manager | Hiten Shah | R Arun |
| ISIN Code | INF174K01302 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.53% | 0.52% |
| 6 Month | 2.73% | 2.86% |
| 1 Year | 6.56% | 6.59% |
| 3 Year | 7.2% | 7.16% |
| 5 Year | 5.88% | 5.86% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.44% | 1.47% |
| 1 Year | 6.19% | 6.34% |
| 3 Year | 7.05% | 7.01% |
| 5 Year | 6.64% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 7.04% | 6.55% |
| 3 Year | 6.59% | 6.19% |
| 5 Year | 7.21% | 6.91% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.45% | 0.40% |
| Sharp | 1.00% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Hiten Shah | R Arun |
| Total AUM | ₹54601 Cr | ₹207055 Cr |
| Funds Managed | 4 | 8 |
| Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 22.72 | 30.48 |
| Large Cap | 57.46 | 50.38 |
| Mid Cap | 17.39 | 16.4 |
| Small Cap | 2.43 | 2.74 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 20.6 | 29.12 |
| Energy | 5.72 | 5.44 |
| Industrials | 7.36 | 6.28 |
| Technology | 4.41 | 5.56 |
| Basic Materials | 9.99 | 6.25 |
| Healthcare | 4.68 | 3.86 |
| Consumer Defensive | 4.52 | 4.22 |
| Financial Services | 23.54 | 25.87 |
| Consumer Cyclical | 10.59 | 6.26 |
| Real Estate | 1.81 | 1.42 |
| Utilities | 3.76 | 2.59 |
| Communication Services | 3.01 | 3.12 |
Top Comparisons
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns16.38%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.93%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns18.42%
Sundaram Value Fund - Regular Plan - Growth
3Y Returns13.42%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.89%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.78%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.11%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.8%
