Kotak Equity Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

Kotak Equity Arbitrage Fund - Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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)	₹47464 Cr	₹32487 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	1.01	0.96
Manager	Hiten Shah	R Arun
ISIN Code	INF174K01302	INF200K01156
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	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month	0.56%	0.58%
6 Month	3.81%	3.62%
1 Year	7.82%	7.59%
3 Year	6.2%	6.18%
5 Year	5.48%	5.23%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month	-	-
1 Year	3.83%	3.67%
3 Year	10.7%	10.59%
5 Year	15.98%	15.68%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year	4.85%	4.67%
3 Year	12.57%	12.35%
5 Year	16.19%	15.86%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation	0.7%	0.69%
Sharp	-0.89%	-0.86%
Beta	0.87%	0.78%
Alpha	-0.03%	-0.07%

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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
Fund Manage	4	8
	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Scheme Name	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	26.91	-30.25
Large Cap	-0.22	28.53
Mid Cap	-0.05	5.34
Small Cap	0	1.49

Scheme Name	Kotak Equity Arbitrage Fund - Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	26.91	-
Petroleum Products	-0.0099999999999998	-
Electrical Equipment	0	-
IT - Software	-0.01	-
Cement & Cement Products	0	-
Pharmaceuticals & Biotechnology	-0.01	-
Personal Products	0	-
Construction	-0.01	0
Ferrous Metals	0	-
Finance	0.01	-
Capital Markets	0	-
Banks	-0.08	-
Diversified FMCG	-0.01	-
Non - Ferrous Metals	0	-
Agricultural, Commercial & Construction Vehicles	0	-
Chemicals & Petrochemicals	0	-
Leisure Services	0	-
Automobiles	-0.01	-
Aerospace & Defense	-0.02	-
Fertilizers & Agrochemicals	-0.01	-
Realty	-0.01	-
Transport Services	-0.01	-
Healthcare Services	0	-
Agricultural Food & other Products	-0.01	-
Telecom - Services	0	-
Insurance	0	-
Gas	-0.01	-
Consumer Durables	-0.01	-
Entertainment	0	-
Diversified Metals	-0.01	-
Oil	-1.1102230246252E-16	-
Food Products	0	-
Power	-0.01	-
Auto Components	-0.01	-
Metals & Minerals Trading	-0.01	-
Industrial Products	0	-
Consumable Fuels	-0.01	-
Minerals & Mining	-0.01	-
Retailing	0	-
Beverages	0	-
Transport Infrastructure	0	-
Capital Goods	-	-0.01
Financial	-	3.28
Automobile	-	-0.03
Consumer Staples	-	0.0099999999999999
Healthcare	-	-0.01
Materials	-	-0.0099999999999999
Chemicals	-	0
Energy	-	-0.03
Consumer Discretionary	-	0
Services	-	-0.0099999999999998
Metals & Mining	-	-0.02
Technology	-	0.48
Communication	-	1.46