Bajaj Finserv Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Fund Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹551 Cr ₹47464 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 Sep 2023 29 Sep 2005
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Arbitrage TRI Nifty 50 Arbitrage Index
Turn Over % 1777.06%
Expense Ratio 0.97 1.01
Manager Siddharth Chaudhary Hiten Shah
ISIN Code INF0QA701490 INF174K01302
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 30 days/365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
1 Month 0.55% 0.56%
6 Month 3.3% 3.81%
1 Year - 7.82%
3 Year - 6.2%
5 Year - 5.48%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
6 Month - -
1 Year 2.74% 3.83%
3 Year 2.74% 10.7%
5 Year 2.74% 15.98%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
1 Year 2.73% 4.85%
3 Year 2.73% 12.57%
5 Year 2.73% 16.19%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Standard Deviation - 0.7%
Sharp - -0.89%
Beta - 0.87%
Alpha - -0.03%

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Fund Managers

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Name Siddharth Chaudhary Hiten Shah
Total AUM ₹7136 Cr ₹54601 Cr
Fund Manage 8 4
Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth

Market Cap

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 29.25 26.91
Large Cap 50.78 -0.22
Mid Cap 12.65 -0.05
Small Cap 7.34 0

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 77.77 26.91
Metals & Mining -0.02 -
Consumer Staples 0.02 -
Materials -1.5612511283791E-16 -
Capital Goods -0.01 -
Energy -0.05 -
Insurance 6.9388939039072E-18 0
Financial -0.22 -
Healthcare -0.01 -
Automobile -0.01 -
Technology -0.02 -
Construction -0.01 -0.01
Services -0.06 -
Communication -0.02 -
Consumer Discretionary 0 -
Unclassified 22.66 -
Petroleum Products - -0.0099999999999998
Electrical Equipment - 0
IT - Software - -0.01
Cement & Cement Products - 0
Pharmaceuticals & Biotechnology - -0.01
Personal Products - 0
Ferrous Metals - 0
Finance - 0.01
Capital Markets - 0
Banks - -0.08
Diversified FMCG - -0.01
Non - Ferrous Metals - 0
Agricultural, Commercial & Construction Vehicles - 0
Chemicals & Petrochemicals - 0
Leisure Services - 0
Automobiles - -0.01
Aerospace & Defense - -0.02
Fertilizers & Agrochemicals - -0.01
Realty - -0.01
Transport Services - -0.01
Healthcare Services - 0
Agricultural Food & other Products - -0.01
Telecom - Services - 0
Gas - -0.01
Consumer Durables - -0.01
Entertainment - 0
Diversified Metals - -0.01
Oil - -1.1102230246252E-16
Food Products - 0
Power - -0.01
Auto Components - -0.01
Metals & Minerals Trading - -0.01
Industrial Products - 0
Consumable Fuels - -0.01
Minerals & Mining - -0.01
Retailing - 0
Beverages - 0
Transport Infrastructure - 0

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