SBI Arbitrage Opportunities Fund vs Kotak Equity Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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	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)	₹72279 Cr	₹39859 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

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month	0.46%	0.48%
6 Month	2.85%	2.94%
1 Year	6.37%	6.46%
3 Year	7.29%	7.26%
5 Year	5.99%	5.98%

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month	1.41%	1.44%
1 Year	5.97%	6.15%
3 Year	6.93%	6.9%
5 Year	6.62%	6.61%

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year	7%	6.56%
3 Year	6.6%	6.24%
5 Year	7.21%	6.89%

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation	0.7%	0.69%
Sharp	2.43%	2.42%
Beta	0.58%	0.48%
Alpha	0.36%	0.47%

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

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	17.42	-53.05
Large Cap	-0.35	55.67
Mid Cap	-0.1	17.61
Small Cap	-0.03	3.07

Scheme Name	Kotak Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	17.42	-53.05
Petroleum Products	-0.02	4.1
Electrical Equipment	0	0.69
Cement & Cement Products	-0.03	1.1
Pharmaceuticals & Biotechnology	-0.05	3.05
Personal Products	0	0.32
Construction	-0.01	1.25
Ferrous Metals	-0.03	2.41
Finance	-0.03	6.25
Consumer Durables	-0.02	1.6
Capital Markets	-0.01	0.6
Healthcare Services	0	0.92
Banks	-0.06	20.01
Diversified FMCG	-0.01	2.25
Non - Ferrous Metals	-0.02	0.82
Leisure Services	-0.01	0.45
Automobiles	-0.03	2.43
Aerospace & Defense	-0.02	2.79
Auto Components	0	0.97
Insurance	-0.01	0.53
Transport Services	0	0.25
Power	0	2.62
Telecom - Services	-0.01	3.38
Gas	0	0.39
IT - Services	0	0.17
Agricultural Food & other Products	-0.02	1.17
Industrial Products	0	0.62
Beverages	-0.01	0.65
Diversified Metals	-0.01	1.07
Realty	-0.01	1.61
Oil	-0.01	0.25
IT - Software	0	4.71
Food Products	-0.02	0.57
Industrial Manufacturing	0	0.2
Chemicals & Petrochemicals	0	0.74
Financial Technology (Fintech)	-0.01	1.14
Metals & Minerals Trading	0	0.34
Consumable Fuels	0	0.93
Minerals & Mining	0	0.56
Fertilizers & Agrochemicals	0	0.06
Transport Infrastructure	0	1.2
Retailing	-0.02	1.18