-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing JM Arbitrage Fund vs Kotak Arbitrage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, arbitrage
- hybrid, arbitrage
- Fund Age
- 19 yrs 6 m
- 12 yrs 11 m
- Fund Size
- ₹391 Cr
- ₹72,279 Cr
- 3 months
- 1.29%
- 1.52%
- 6 months
- 2.7%
- 3.16%
- 1 year
- 5.76%
- 6.98%
- 3 year
- 6.61%
- 7.91%
- 5 year
- 5.23%
- 6.62%
- Standard Deviation
- 0.38
- 0.41
- Sharpe
- 0.48
- 3.38
- Beta
- 0.04
- 0.15
- Sortino
- 0.74
- 5.54
- Alpha
- 0.25
- 1.65
- Top 3 sectors
- Financial (31.870000000000005%)
- Services (7.85%)
- Consumer Staples (6.38%)
- Financial (22.320000000000004%)
- Unclassified (16.2%)
- Services (8.41%)
- Top 5 holdings
- Reserve Bank of India (8.879999999999999%)
- Axis Bank Ltd. (3.99%)
- ICICI Bank Ltd. (3.98%)
- JM Liquid Fund Direct-Growth (3.6%)
- Reliance Industries Ltd. (3.43%)
- Kotak Money Market Fund Direct-Growth (11.36%)
- Kotak Savings Fund Direct-Growth (4.84%)
- HDFC Bank Ltd. (3.07%)
- ICICI Bank Ltd. (2.49%)
- Eternal Ltd. (2.04%)
- Equity%
- -0.46039917%
- -0.41964561%
- Debt%
- 13.77646906%
- 16.88151049%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 5.45%
- 6.037%
- Modified Duration
- 0.14 yrs
- 0.3627 yrs
- Avg. Maturity
- 0.16 yrs
- 0.3627 yrs
- Avg. Credit Quality
- Low (Cash)
- Low (Cash)
- Expense Ratio
- 1.08%
- 0.44%
- Exit Load
- 0.5% know more
- 0.25% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY 50 Arbitrage TRI
- NIFTY 50 Arbitrage TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹1000
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Short Term
- Good for Short Term
- Managed By
- Asit Bhandarkar
- Chaitanya Choksi
- Satish Ramanathan
- Ruchi Fozdar
- Hiten Shah
