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) | ₹20685 Cr | ₹18204 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 | 0.56% | 0.57% |
6 Month | 3.24% | 3.41% |
1 Year | 6.93% | 6.98% |
3 Year | 6.94% | 6.87% |
5 Year | 5.57% | 5.55% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.59% | 1.7% |
1 Year | 6.71% | 6.93% |
3 Year | 7.19% | 7.19% |
5 Year | 6.45% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.64% | 6.38% |
3 Year | 6.43% | 6.13% |
5 Year | 6.53% | 6.43% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.51% |
Sharp | 0.29% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 23.79 | 29.75 |
Large Cap | 62.73 | 51.24 |
Small Cap | 1.76 | 3.47 |
Mid Cap | 11.73 | 15.54 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.7 | 28.77 |
Energy | 5.84 | 7.63 |
Utilities | 4.75 | 2.85 |
Industrials | 5.34 | 7.35 |
Technology | 7.64 | 5.47 |
Basic Materials | 8.62 | 8.38 |
Healthcare | 4.93 | 3.61 |
Consumer Defensive | 3.81 | 4.19 |
Financial Services | 23.91 | 21.18 |
Consumer Cyclical | 7.62 | 6.37 |
Communication Services | 3.64 | 2.93 |
Real Estate | 1.18 | 1.28 |
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