Aditya Birla Sun Life Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23009 Cr | ₹24256 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 1085% |
| Expense Ratio | 0.97 | 1.01 |
| Manager | Anil Bamboli | Pranav Gupta |
| ISIN Code | INF179K01343 | INF209K01264 |
| Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.45% |
| 6 Month | 2.88% | 2.87% |
| 1 Year | 6.29% | 6.38% |
| 3 Year | 7.12% | 7.07% |
| 5 Year | 5.77% | 5.77% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.42% |
| 1 Year | 5.97% | 6.03% |
| 3 Year | 6.82% | 6.81% |
| 5 Year | 6.45% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.65% | 6.43% |
| 3 Year | 6.48% | 6.18% |
| 5 Year | 6.45% | 6.2% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.66% |
| Sharp | 0.92% | 2.18% |
| Beta | - | 0.49% |
| Alpha | - | 0.29% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pranav Gupta |
| Total AUM | ₹135442 Cr | ₹10003 Cr |
| Funds Managed | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.78 | -59.17 |
| Large Cap | 60.53 | 55.59 |
| Mid Cap | 13.42 | 19.74 |
| Small Cap | 2.27 | 3.81 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.57 | -59.17 |
| Energy | 5.29 | - |
| Industrials | 6.05 | - |
| Technology | 4.16 | - |
| Basic Materials | 9.76 | - |
| Healthcare | 3.2 | - |
| Consumer Defensive | 4.75 | - |
| Financial Services | 27.03 | - |
| Consumer Cyclical | 8.87 | - |
| Real Estate | 1.4 | - |
| Utilities | 3.12 | - |
| Communication Services | 3.81 | - |
| Petroleum Products | - | 5.37 |
| Electrical Equipment | - | 0.94 |
| IT - Software | - | 2.06 |
| Cement & Cement Products | - | 1.33 |
| Pharmaceuticals & Biotechnology | - | 2.98 |
| Personal Products | - | 0.23 |
| Construction | - | 1.51 |
| Ferrous Metals | - | 2.36 |
| Finance | - | 6.64 |
| Consumer Durables | - | 1.76 |
| Capital Markets | - | 2.29 |
| Healthcare Services | - | 1.12 |
| Banks | - | 17.71 |
| Diversified FMCG | - | 1.71 |
| Non - Ferrous Metals | - | 1.86 |
| Leisure Services | - | 0.34 |
| Automobiles | - | 3.42 |
| Aerospace & Defense | - | 2.07 |
| Auto Components | - | 1.04 |
| Realty | - | 1.52 |
| Insurance | - | 0.58 |
| Transport Services | - | 0.29 |
| Power | - | 2.83 |
| Telecom - Services | - | 3.9 |
| Gas | - | 0.56 |
| IT - Services | - | 0.06 |
| Agricultural Food & other Products | - | 0.79 |
| Industrial Products | - | 0.83 |
| Beverages | - | 0.81 |
| Diversified Metals | - | 1.41 |
| Oil | - | 0.31 |
| Food Products | - | 1.24 |
| Industrial Manufacturing | - | 0.36 |
| Chemicals & Petrochemicals | - | 0.52 |
| Financial Technology (Fintech) | - | 1.25 |
| Metals & Minerals Trading | - | 0.83 |
| Consumable Fuels | - | 0.06 |
| Minerals & Mining | - | 0.43 |
| Fertilizers & Agrochemicals | - | 0.14 |
| Transport Infrastructure | - | 0.8 |
| Retailing | - | 2.88 |
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