Axis Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹20685 Cr | ₹6950 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 23 Oct 2007 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 266.28% | 64.15% |
Expense Ratio | 0.97 | 0.99 |
Manager | Anil Bamboli | Devang Shah |
ISIN Code | INF179K01343 | INF846K01QC8 |
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 | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.45% | 0.45% |
6 Month | 3.22% | 3.31% |
1 Year | 6.83% | 6.78% |
3 Year | 6.98% | 6.8% |
5 Year | 5.58% | 5.52% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.52% | 1.56% |
1 Year | 6.57% | 6.65% |
3 Year | 7.14% | 7.05% |
5 Year | 6.43% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.64% | 6.02% |
3 Year | 6.43% | 5.7% |
5 Year | 6.53% | 5.2% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.55% |
Sharp | 0.29% | -0.12% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Devang Shah |
Total AUM | ₹135442 Cr | ₹60014 Cr |
Funds Managed | 12 | 15 |
HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 24.65 | 33.1 |
Large Cap | 60.09 | 44.82 |
Small Cap | 2.04 | 5.12 |
Mid Cap | 13.22 | 16.96 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.71 | 31.57 |
Energy | 5.54 | 4.46 |
Utilities | 4.47 | 2.5 |
Industrials | 4.83 | 4.24 |
Technology | 5.18 | 5.99 |
Basic Materials | 9.7 | 7.45 |
Healthcare | 5.87 | 3.45 |
Consumer Defensive | 4.67 | 3.2 |
Financial Services | 23.24 | 26.55 |
Consumer Cyclical | 8.13 | 5.56 |
Communication Services | 4.67 | 3.16 |
Real Estate | 1.01 | 1.87 |
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