- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
Kotak Equity Arbitrage Fund - Growth
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹57567 Cr | ₹32169 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 252% |
| Expense Ratio | 1.04 | 0.94 |
| Manager | Hiten Shah | R Arun |
| ISIN Code | INF174K01302 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.79% | 0.78% |
| 6 Month | 3.59% | 3.53% |
| 1 Year | 7.31% | 7.13% |
| 3 Year | 6.96% | 6.88% |
| 5 Year | 5.68% | 5.47% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.91% | 1.9% |
| 1 Year | 7.43% | 7.35% |
| 3 Year | 7.52% | 7.39% |
| 5 Year | 6.62% | 6.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 7.01% | 6.45% |
| 3 Year | 6.53% | 6.13% |
| 5 Year | 7.23% | 6.98% |
Risk Management
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.623% | 0.607% |
| Sharp | 0.336% | 0.218% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Hiten Shah | R Arun |
| Total AUM | ₹54601 Cr | ₹207055 Cr |
| Funds Managed | 4 | 8 |
| Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 102.06 | 101.84 |
| Large Cap | 57.67 | 54.76 |
| Mid Cap | 12.58 | 13.45 |
| Small Cap | 2.4 | 2.45 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 101.55 | 101.49 |
| Basic Materials | 7.66 | 6.77 |
| Energy | 8.75 | 7.34 |
| Utilities | 4.11 | 3.15 |
| Industrials | 5.82 | 6.35 |
| Technology | 5.07 | 4.82 |
| Healthcare | 2.62 | 2.72 |
| Consumer Defensive | 3.85 | 3.78 |
| Financial Services | 22.78 | 22.14 |
| Consumer Cyclical | 7.68 | 8.09 |
| Real Estate | 1.11 | 1.94 |
| Communication Services | 3.7 | 3.91 |
Top Comparisons
ICICI Prudential Value Discovery Fund - Growth
3Y Returns19.01%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Bandhan Small Cap Fund Regular Growth
3Y Returns25.32%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.19%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.31%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.34%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
