Kotak Equity Arbitrage Fund vs HDFC Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Arbitrage Fund - Growth

Invest Now

tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

Invest Now

Chart Comparison

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

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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Month 0.85% 0.84%
6 Month 3.75% 3.73%
1 Year 7.95% 7.81%
3 Year 6.44% 6.2%
5 Year 5.54% 5.21%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month - -
1 Year 7.52% 7.4%
3 Year 7.21% 7.02%
5 Year 6.26% 6.01%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Year 6.96% 6.56%
3 Year 6.53% 6.43%
5 Year 7.24% 6.78%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation 0.7% 0.69%
Sharp -0.6% -1.29%
Beta 0.85% 0.87%
Alpha 0.01% -0.33%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns5.8%

VS

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns4.92%

Compare Now

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns14.84%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns13.79%

Compare Now

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns0%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns10.22%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns11.26%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns15.59%

Compare Now
Request call back
Add to Cart Successfully