Compare Sundaram Arbitrage Fund vs Kotak Equity Arbitrage Fund
Fund Details
Risk | Low | Low |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1 | 1.01 |
NAV | ₹13.88 | ₹35.94 |
Fund Started | 28 Mar 2016 | 12 Sep 2005 |
Fund Size | ₹221.65 Cr | ₹54941.17 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 15 days | Exit load of 0.25% if redeemed within 30 days |
Returns
1 Year | 7.16% | 7.81% |
3 Year | 5.67% | 6.43% |
5 Year | 4.78% | 5.53% |
Holding Analysis
Equity | 0.04% | -0.44% |
Cash | 84.47% | 100.44% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dwijendra Srivastava | Hiten Shah |
Start Date | 03 Nov 2015 | 03 Oct 2019 |
About Fund
Description | The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. | The scheme aims to generate income through arbitrage opportunities emerging out of pricing anomaly between the spot & futures market; and also through deployment of surplus cash in fixed income instruments. |
Launch Date | 28 Mar 2016 | 12 Sep 2005 |
