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) | ₹21771 Cr | ₹23581 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 | 0.54% | 0.54% |
6 Month | 2.79% | 2.83% |
1 Year | 6.58% | 6.61% |
3 Year | 7.04% | 6.97% |
5 Year | 5.69% | 5.67% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.32% | 1.3% |
1 Year | 5.94% | 5.99% |
3 Year | 6.87% | 6.84% |
5 Year | 6.41% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.67% | 6.42% |
3 Year | 6.46% | 6.15% |
5 Year | 6.47% | 6.29% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.40% | 0.40% |
Sharp | 0.73% | 0.53% |
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 | 26.88 | 26.67 |
Large Cap | 58.43 | 51.62 |
Mid Cap | 12.75 | 17.83 |
Small Cap | 1.94 | 3.87 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 25.45 | 24.22 |
Energy | 5.86 | 6.91 |
Industrials | 5.39 | 6.4 |
Technology | 3.85 | 3.83 |
Healthcare | 3.54 | 3.9 |
Consumer Defensive | 4.3 | 4.77 |
Basic Materials | 8.73 | 7.3 |
Financial Services | 25.87 | 25.45 |
Consumer Cyclical | 8.56 | 8.81 |
Real Estate | 1.32 | 1.36 |
Utilities | 3.37 | 3.25 |
Communication Services | 3.77 | 3.79 |
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