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 | Low |
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 | 0.66% | 0.63% |
6 Month | 3.72% | 3.48% |
1 Year | 7.52% | 7.05% |
3 Year | 6.87% | 6.4% |
5 Year | 5.63% | 5.32% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 2.15% | 2.04% |
1 Year | 7.44% | 7.02% |
3 Year | 7.47% | 7.04% |
5 Year | 6.56% | 6.13% |
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 | 0.623% | 0.613% |
Sharp | 0.336% | -0.626% |
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 |
Funds Managed | 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 | 102.06 | 23.85 |
Large Cap | 57.67 | 49.55 |
Mid Cap | 12.58 | 16.52 |
Small Cap | 2.4 | 10.08 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 101.55 | 23.85 |
Basic Materials | 7.66 | 8.07 |
Energy | 8.75 | 5.46 |
Utilities | 4.11 | 3.77 |
Industrials | 5.82 | 1.82 |
Technology | 5.07 | 1.01 |
Healthcare | 2.62 | 4.59 |
Consumer Defensive | 3.85 | 1.23 |
Financial Services | 22.78 | 39.68 |
Consumer Cyclical | 7.68 | 7.38 |
Real Estate | 1.11 | 0.93 |
Communication Services | 3.7 | 2.2 |
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