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Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

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

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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