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 ₹53322 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% 0.67%
6 Month 3.3% 3.61%
1 Year - 7.72%
3 Year - 6.34%
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 6.78% 6.95%
3 Year - 6.53%
5 Year - 7.24%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Standard Deviation - 0.7%
Sharp - -1.1%
Beta - 0.21%
Alpha - -0.76%

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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 22.32
Large Cap 50.78 -0.46
Mid Cap 12.65 -0.15
Small Cap 7.34 0.01

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 77.77 22.32
Metals & Mining -0.02 -
Consumer Staples 0.02 -
Materials -1.5612511283791E-16 -
Capital Goods -0.01 -
Energy -0.05 -
Insurance 6.9388939039072E-18 -0.02
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 - -0.03
Gas - -0.01
Electrical Equipment - -0.01
Industrial Products - -0.01
IT - Software - -0.02
Cement & Cement Products - -0.04
Pharmaceuticals & Biotechnology - -0.04
Personal Products - 0
Finance - -0.01
Ferrous Metals - -0.01
Consumer Durables - -0.04
Capital Markets - -0.02
Banks - -0.09
Diversified FMCG - -0.02
Non - Ferrous Metals - -0.01
Agricultural, Commercial & Construction Vehicles - 0
Chemicals & Petrochemicals - -0.01
Leisure Services - 0
Automobiles - -0.07
Aerospace & Defense - -0.01
Fertilizers & Agrochemicals - -0.01
Realty - -0.01
Transport Services - -1.1102230246252E-16
Healthcare Services - -0.01
Agricultural Food & other Products - 0
Telecom - Services - 0
Diversified Metals - 0
Oil - -0.01
Food Products - -0.01
Power - -0.03
Auto Components - -0.01
Metals & Minerals Trading - -0.01
Consumable Fuels - 0
Minerals & Mining - -0.01
Retailing - 0
Beverages - -0.01
Transport Infrastructure - 0
Textiles & Apparels - 0

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