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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) | ₹21352 Cr | ₹22310 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 | 0.47% | 0.44% |
| 6 Month | 3.12% | 3.25% |
| 1 Year | 6.7% | 6.74% |
| 3 Year | 6.99% | 6.92% |
| 5 Year | 5.61% | 5.6% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.55% | 1.57% |
| 1 Year | 6.6% | 6.7% |
| 3 Year | 7.13% | 7.09% |
| 5 Year | 6.47% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.66% | 6.41% |
| 3 Year | 6.45% | 6.14% |
| 5 Year | 6.49% | 6.34% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | 0.88% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 29.27 | 33.31 |
| Large Cap | 58.5 | 46.16 |
| Small Cap | 1.47 | 3.6 |
| Mid Cap | 10.76 | 16.93 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.43 | 30.88 |
| Energy | 5.03 | 5.88 |
| Utilities | 3.89 | 2.94 |
| Industrials | 4.91 | 6.33 |
| Technology | 4.73 | 5.18 |
| Basic Materials | 7.91 | 6.59 |
| Healthcare | 5.81 | 4.34 |
| Consumer Defensive | 4.98 | 4.68 |
| Financial Services | 22.51 | 21.72 |
| Consumer Cyclical | 7.68 | 6.69 |
| Real Estate | 1.09 | 1.44 |
| Communication Services | 4.02 | 3.34 |
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