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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) | ₹72274 Cr | ₹41552 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 | 0.28% | 0.3% |
| 6 Month | 3.06% | 3.17% |
| 1 Year | 6.59% | 6.62% |
| 3 Year | 7.18% | 7.16% |
| 5 Year | 5.86% | 5.81% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.35% | 1.42% |
| 1 Year | 6.24% | 6.4% |
| 3 Year | 7.12% | 7.07% |
| 5 Year | 6.62% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 7.06% | 6.52% |
| 3 Year | 6.58% | 6.17% |
| 5 Year | 7.22% | 6.93% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.43% | 0.39% |
| Sharp | 1.14% | 1.19% |
| 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 | 26.79 | 32.34 |
| Large Cap | 54.99 | 49.76 |
| Mid Cap | 15.76 | 15.17 |
| Small Cap | 2.45 | 2.74 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 23.74 | 30.85 |
| Energy | 5.44 | 4.69 |
| Utilities | 2.88 | 3.11 |
| Industrials | 7.75 | 5.61 |
| Technology | 6.48 | 6.2 |
| Basic Materials | 6.93 | 6.49 |
| Healthcare | 5.4 | 4.2 |
| Consumer Defensive | 4.72 | 4.31 |
| Financial Services | 23.08 | 26.08 |
| Consumer Cyclical | 9.15 | 5.05 |
| Real Estate | 1.44 | 1.28 |
| Communication Services | 2.97 | 2.13 |
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