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SBI Arbitrage Opportunities Fund vs Kotak Equity Arbitrage 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 | 0.49% | 0.47% |
| 6 Month | 3.34% | 3.22% |
| 1 Year | 7.36% | 7.19% |
| 3 Year | 6.76% | 6.7% |
| 5 Year | 5.61% | 5.38% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.66% | 1.61% |
| 1 Year | 7.11% | 6.95% |
| 3 Year | 7.4% | 7.26% |
| 5 Year | 6.51% | 6.42% |
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 | - | - |
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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 | 102.05584 | 101.83599 |
| Large Cap | 57.67233 | 54.76265 |
| Mid Cap | 12.57694 | 13.45472 |
| Small Cap | 2.40238 | 2.45257 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 101.54829 | 101.49155 |
| Basic Materials | 7.66221 | 6.77174 |
| Energy | 8.74781 | 7.33904 |
| Utilities | 4.11161 | 3.147 |
| Industrials | 5.82266 | 6.35291 |
| Technology | 5.07439 | 4.81945 |
| Healthcare | 2.62129 | 2.71737 |
| Consumer Defensive | 3.85161 | 3.78342 |
| Financial Services | 22.77778 | 22.14159 |
| Consumer Cyclical | 7.6789 | 8.09378 |
| Real Estate | 1.11271 | 1.94123 |
| Communication Services | 3.69823 | 3.90685 |
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