Kotak Equity Arbitrage Fund vs HDFC Arbitrage Fund compare

Overview

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Fund	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹53322 Cr	₹13061 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Sep 2005	10 Oct 2007
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	266.28%
Expense Ratio	1.01	0.93
Manager	Hiten Shah	Anil Bamboli
ISIN Code	INF174K01302	INF179K01343
Exits Load	Exit load of 0.25% if redeemed within 30 days/365	Exit load of 0.25% if redeemed within 1 month/365

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
1 Month	0.67%	0.58%
6 Month	3.61%	3.63%
1 Year	7.72%	7.71%
3 Year	6.34%	5.83%
5 Year	5.48%	5.13%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
6 Month	-	-
1 Year	3.83%	3.71%
3 Year	10.7%	10.31%
5 Year	15.98%	15.16%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
1 Year	6.95%	6.55%
3 Year	6.53%	6.43%
5 Year	7.24%	6.78%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation	0.7%	0.69%
Sharp	-1.1%	-1.29%
Beta	0.21%	0.87%
Alpha	-0.76%	-0.33%

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Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Name	Hiten Shah	Anil Bamboli
Total AUM	₹54601 Cr	₹135442 Cr
Fund Manage	4	12
	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Others	22.32	4.79
Large Cap	-0.46	46.05
Small Cap	0.01	2.21
Mid Cap	-0.15	9.03

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Others	22.32	3.02
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	-
Construction	-0.01	2.99
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	-
Insurance	-0.02	-
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	-
Energy	-	12.3
Technology	-	0.61
Materials	-	2.45
Consumer Staples	-	3.7
Metals & Mining	-	6.73
Financial	-	20.22
Automobile	-	0.59
Healthcare	-	3.07
Services	-	2.46
Chemicals	-	1.34
Capital Goods	-	1.52
Communication	-	0.83
Consumer Discretionary	-	0.08
Diversified	-	0.17