Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare

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)	₹53322 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

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
1 Month	0.67%	0.56%
6 Month	3.61%	3.46%
1 Year	7.72%	7.47%
3 Year	6.34%	5.64%
5 Year	5.48%	5.23%

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%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
1 Year	6.95%	6.09%
3 Year	6.53%	5.62%
5 Year	7.24%	5.27%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.7%	0.68%
Sharp	-1.1%	-1.55%
Beta	0.21%	0.86%
Alpha	-0.76%	-0.51%

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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

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Others	22.32	3.57
Large Cap	-0.46	39.79
Small Cap	0.01	3.44
Mid Cap	-0.15	12.31

Scheme Name	Kotak Equity Arbitrage Fund - Growth	HSBC Arbitrage Fund - Regular Growth
Others	22.32	-1.1
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	0.03
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	-	6.01
Technology	-	0.46
Consumer Staples	-	4.77
Metals & Mining	-	7.72
Financial	-	26.45
Healthcare	-	1.79
Materials	-	0.54
Automobile	-	4.22
Chemicals	-	1.18
Services	-	1.5
Communication	-	3.2
Capital Goods	-	2.2
Consumer Discretionary	-	0.11
Diversified	-	0.03