SBI Arbitrage Opportunities Fund vs Kotak Equity Arbitrage 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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month 0.55% 0.58%
6 Month 3.83% 3.62%
1 Year 7.92% 7.59%
3 Year 6.17% 6.18%
5 Year 5.47% 5.23%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 26.91 -30.25
Large Cap -0.22 28.53
Mid Cap -0.049999999999994 5.34
Small Cap 1.1102230246252E-16 1.49

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others 26.91 -
Banks -0.079999999999999 -
IT - Software -0.0099999999999989 -
Petroleum Products -0.0099999999999998 -
Aerospace & Defense -0.02 -
Metals & Minerals Trading -0.01 -
Telecom - Services 2.2204460492503E-16 -
Construction -0.01 0
Finance 0.010000000000001 -
Transport Services -0.01 -
Consumable Fuels -0.01 -
Diversified Metals -0.01 -
Power -0.01 -
Realty -0.0099999999999999 -
Diversified FMCG -0.0099999999999999 -
Automobiles -0.01 -
Oil -1.1102230246252E-16 -
Consumer Durables -0.01 -
Insurance -1.1102230246252E-16 -
Ferrous Metals 0 -
Pharmaceuticals & Biotechnology -0.01 -
Electrical Equipment 1.1102230246252E-16 -
Industrial Products 0 -
Food Products -1.1102230246252E-16 -
Retailing 0 -
Leisure Services 0 -
Beverages 0 -
Healthcare Services 0 -
Agricultural, Commercial & Construction Vehicles 0 -
Gas -0.01 -
Transport Infrastructure 0 -
Auto Components -0.01 -
Cement & Cement Products 0 -
Minerals & Mining -0.01 -
Agricultural Food & other Products -0.01 -
Capital Markets 5.5511151231258E-17 -
Non - Ferrous Metals 0 -
Personal Products 0 -
Fertilizers & Agrochemicals -0.01 -
Chemicals & Petrochemicals -2.7755575615629E-17 -
Entertainment 0 -
Financial - 3.28
Capital Goods - -0.0099999999999998
Consumer Staples - 0.0099999999999993
Metals & Mining - -0.02
Energy - -0.03
Automobile - -0.03
Communication - 1.46
Technology - 0.48
Services - -0.01
Healthcare - -0.01
Chemicals - 0
Materials - -0.01
Consumer Discretionary - 0

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