Kotak Equity Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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 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) ₹54941 Cr ₹31883 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 0.95
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 0.44% 0.41%
6 Month 3.34% 3.28%
1 Year 7.91% 7.6%
3 Year 6.52% 6.46%
5 Year 5.54% 5.33%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month - -
1 Year 7.34% 7.1%
3 Year 7.22% 7.1%
5 Year 6.29% 6.19%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year 6.96% 6.42%
3 Year 6.53% 6.12%
5 Year 7.24% 7%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation 0.7% 0.69%
Sharp -0.75% -0.86%
Beta 0.83% 0.78%
Alpha -0.12% -0.07%

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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
Fund Manage 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 21.54 -42.89
Large Cap -0.32 56.2
Small Cap -0.01 1.56
Mid Cap -0.13 13.49

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others 21.47 -42.89
Petroleum Products -0.03 6.12
Gas 0 0.32
Electrical Equipment -0.02 1.2
Industrial Products -0.01 0.27
IT - Software -0.01 7.62
Cement & Cement Products -0.01 1.2
Pharmaceuticals & Biotechnology -0.02 3.29
IT - Services 0 0.25
Personal Products 0 0.55
Construction -0.01 0.84
Ferrous Metals 0 1.66
Finance 0 5.14
Consumer Durables -0.01 1.48
Capital Markets -0.02 0.79
Banks -0.11 11.59
Diversified FMCG 0.01 1.3
Non - Ferrous Metals 0 0.69
Agricultural, Commercial & Construction Vehicles 0 0.24
Chemicals & Petrochemicals -0.01 0.71
Leisure Services -0.01 0.34
Automobiles -0.03 5.26
Aerospace & Defense -0.02 2.78
Fertilizers & Agrochemicals 0 0.74
Pharmaceuticals and Biotechnology 0.07 -
Realty -0.01 2.04
Transport Services 0 0.89
Telecom - Services -0.03 2.63
Insurance -0.02 0.41
Entertainment 0 -
Agricultural Food & other Products 0 0.46
Diversified Metals 0 1.51
Oil 0 0.56
Food Products -0.01 0.54
Power -0.01 1.92
Auto Components -0.01 0.9
Healthcare Services -0.01 0.35
Metals & Minerals Trading 0 1.68
Consumable Fuels 0 0.32
Minerals & Mining -0.01 0.54
Retailing -0.02 0.57
Beverages 0 0.5
Transport Infrastructure -0.02 1.05
Textiles & Apparels 0 -

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