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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) | ₹69924 Cr | ₹37606 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 | 0.44% | 0.48% |
| 6 Month | 3.34% | 3.43% |
| 1 Year | 6.95% | 6.96% |
| 3 Year | 7.2% | 7.18% |
| 5 Year | 5.82% | 5.74% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.63% | 1.71% |
| 1 Year | 6.89% | 7% |
| 3 Year | 7.36% | 7.29% |
| 5 Year | 6.68% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 7.07% | 6.5% |
| 3 Year | 6.56% | 6.15% |
| 5 Year | 7.22% | 6.96% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.55% | 0.52% |
| Sharp | 0.63% | 0.60% |
| Beta | - | - |
| Alpha | - | - |
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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 | 23.67 | 31.9 |
| Large Cap | 54.6 | 51.03 |
| Mid Cap | 18.45 | 13.67 |
| Small Cap | 3.28 | 3.4 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 21.24 | 30.06 |
| Basic Materials | 8.19 | 7.59 |
| Energy | 5.29 | 3.76 |
| Utilities | 4.72 | 3.4 |
| Industrials | 7.86 | 6.15 |
| Technology | 4.99 | 5.85 |
| Healthcare | 5.73 | 3.81 |
| Consumer Defensive | 4.92 | 4.89 |
| Financial Services | 22.38 | 26.42 |
| Consumer Cyclical | 9.71 | 4.83 |
| Real Estate | 0.97 | 0.98 |
| Communication Services | 4.01 | 2.27 |
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