Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
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 Risk | Low Risk |
Asset Size (Cr) | ₹57567 Cr | ₹2225 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 | 1.04 | 0.93 |
Manager | Hiten Shah | Mahesh A Chhabria |
ISIN Code | INF174K01302 | INF917K01QL8 |
Exits Load | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.63% | 0.58% |
6 Month | 3.56% | 3.34% |
1 Year | 7.46% | 6.99% |
3 Year | 6.69% | 6.22% |
5 Year | 5.63% | 5.35% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.23% | 6.8% |
3 Year | 7.33% | 6.89% |
5 Year | 6.43% | 6.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 7.01% | 6.1% |
3 Year | 6.53% | 5.68% |
5 Year | 7.23% | 5.27% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.624% | 0.613% |
Sharp | 0.481% | -0.448% |
Beta | - | - |
Alpha | - | - |
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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 | 21.54 | 100.54 |
Large Cap | -0.32 | 45.39 |
Small Cap | -0.01 | 11.66 |
Mid Cap | -0.13 | 20.61 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 21.47 | 100.54 |
Petroleum Products | -0.03 | 5.76 |
Gas | 0 | 0.41 |
Electrical Equipment | -0.02 | 2.16 |
Industrial Products | -0.01 | 0.32 |
IT - Software | -0.01 | 0.65 |
Cement & Cement Products | -0.01 | 1.23 |
Pharmaceuticals & Biotechnology | -0.02 | 5.14 |
IT - Services | 0 | 0.04 |
Personal Products | 0 | 0.01 |
Construction | -0.01 | 0.38 |
Ferrous Metals | 0 | 2.47 |
Finance | 0 | 4.75 |
Consumer Durables | -0.01 | 3.18 |
Capital Markets | -0.02 | 1.94 |
Banks | -0.11 | 27.65 |
Diversified FMCG | 0.01 | - |
Non - Ferrous Metals | 0 | 0.05 |
Agricultural, Commercial & Construction Vehicles | 0 | - |
Chemicals & Petrochemicals | -0.01 | 1.88 |
Leisure Services | -0.01 | - |
Automobiles | -0.03 | 3.16 |
Aerospace & Defense | -0.02 | 1.35 |
Fertilizers & Agrochemicals | 0 | 0.42 |
Pharmaceuticals and Biotechnology | 0.07 | - |
Realty | -0.01 | 1.28 |
Transport Services | 0 | 0.44 |
Telecom - Services | -0.03 | 1.55 |
Insurance | -0.02 | 0.8 |
Entertainment | 0 | 0.07 |
Agricultural Food & other Products | 0 | 0.05 |
Diversified Metals | 0 | 2.48 |
Oil | 0 | 0.17 |
Food Products | -0.01 | - |
Power | -0.01 | 3.58 |
Auto Components | -0.01 | 1.29 |
Healthcare Services | -0.01 | 0.39 |
Metals & Minerals Trading | 0 | - |
Consumable Fuels | 0 | 0.2 |
Minerals & Mining | -0.01 | 0.72 |
Retailing | -0.02 | 1.66 |
Beverages | 0 | - |
Transport Infrastructure | -0.02 | - |
Textiles & Apparels | 0 | - |
Financial Technology (Fintech) | - | 0.03 |
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