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 | ₹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 | 0.41% | 0.37% |
6 Month | 3.12% | 3.23% |
1 Year | 6.53% | 6.59% |
3 Year | 7.06% | 6.98% |
5 Year | 5.64% | 5.61% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.36% | 1.35% |
1 Year | 6.16% | 6.23% |
3 Year | 6.98% | 6.94% |
5 Year | 6.43% | 6.39% |
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 | 0.40% | 0.40% |
Sharp | 0.79% | 0.58% |
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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