HSBC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Fund Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹47464 Cr ₹2419 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 30 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 299%
Expense Ratio 1.01 0.95
Manager Hiten Shah Mahesh A Chhabria
ISIN Code INF174K01302 INF917K01QL8
Exits Load Exit load of 0.25% if redeemed within 30 days/365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
1 Month 0.55% 0.56%
6 Month 3.83% 3.46%
1 Year 7.92% 7.47%
3 Year 6.17% 5.64%
5 Year 5.47% 5.23%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 3.83% 3.59%
3 Year 10.7% 9.97%
5 Year 15.98% 14.94%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
1 Year 4.85% 4.62%
3 Year 12.57% 11.73%
5 Year 16.19% 15.09%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.7% 0.68%
Sharp -0.89% -1.55%
Beta 0.87% 0.86%
Alpha -0.03% -0.51%

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Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Name Hiten Shah Mahesh A Chhabria
Total AUM ₹54601 Cr ₹15021 Cr
Fund Manage 4 9
Kotak Equity Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

HSBC Arbitrage Fund - Regular Growth

Others 26.91 3.57
Large Cap -0.22 39.79
Mid Cap -0.049999999999994 12.31
Small Cap 1.1102230246252E-16 3.44

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

HSBC Arbitrage Fund - Regular Growth

Others 26.91 -1.1
Banks -0.079999999999999 -
IT - Software -0.0099999999999989 -
Petroleum Products -0.0099999999999998 -
Aerospace & Defense -0.02 -
Metals & Minerals Trading -0.01 -
Telecom - Services 2.2204460492503E-16 -
Construction -0.01 0.03
Finance 0.010000000000001 -
Transport Services -0.01 -
Consumable Fuels -0.01 -
Diversified Metals -0.01 -
Power -0.01 -
Realty -0.0099999999999999 -
Diversified FMCG -0.0099999999999999 -
Automobiles -0.01 -
Oil -1.1102230246252E-16 -
Consumer Durables -0.01 -
Insurance -1.1102230246252E-16 -
Ferrous Metals 0 -
Pharmaceuticals & Biotechnology -0.01 -
Electrical Equipment 1.1102230246252E-16 -
Industrial Products 0 -
Food Products -1.1102230246252E-16 -
Retailing 0 -
Leisure Services 0 -
Beverages 0 -
Healthcare Services 0 -
Agricultural, Commercial & Construction Vehicles 0 -
Gas -0.01 -
Transport Infrastructure 0 -
Auto Components -0.01 -
Cement & Cement Products 0 -
Minerals & Mining -0.01 -
Agricultural Food & other Products -0.01 -
Capital Markets 5.5511151231258E-17 -
Non - Ferrous Metals 0 -
Personal Products 0 -
Fertilizers & Agrochemicals -0.01 -
Chemicals & Petrochemicals -2.7755575615629E-17 -
Entertainment 0 -
Financial - 26.45
Energy - 6.01
Metals & Mining - 7.72
Automobile - 4.22
Communication - 3.2
Capital Goods - 2.2
Consumer Staples - 4.77
Services - 1.5
Healthcare - 1.79
Technology - 0.46
Chemicals - 1.18
Materials - 0.54
Consumer Discretionary - 0.11
Diversified - 0.03

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