Bajaj Finserv Arbitrage Fund Regular vs HDFC Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Fund Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹349 Cr ₹8811 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 15 Sep 2023 10 Oct 2007
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Arbitrage TRI Nifty 50 Arbitrage Index
Turn Over % 266.28%
Expense Ratio 1 0.97
Manager Siddharth Chaudhary Anil Bamboli
ISIN Code INF0QA701490 INF179K01343
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Month 0.54% 0.56%
6 Month 3.43% 3.84%
1 Year - 7.78%
3 Year - 5.72%
5 Year - 5.11%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month - -
1 Year 2.74% 3.71%
3 Year 2.74% 10.31%
5 Year 2.74% 15.16%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Year 2.73% 4.55%
3 Year 2.73% 11.86%
5 Year 2.73% 15.32%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation - 0.69%
Sharp - -1.84%
Beta - 0.87%
Alpha - -0.41%

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Fund Managers

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Name Siddharth Chaudhary Anil Bamboli
Total AUM ₹7136 Cr ₹135442 Cr
Fund Manage 8 12
Bajaj Finserv Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option

Market Cap

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 29.25 27.56
Large Cap 50.78 46.92
Small Cap 7.34 1.57
Mid Cap 12.65 6.56

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 77.77 81.09
Unclassified 22.66 -
Financial -0.22 1.47
Energy -0.050000000000001 0.16
Services -0.060000000000001 -0.01
Consumer Staples 0.02 0.01
Technology -0.02 0
Communication -0.02 -0.01
Metals & Mining -0.02 -0.049999999999999
Healthcare -0.01 -0.02
Materials 0 -0.02
Construction -0.01 0
Consumer Discretionary 0 0
Automobile -0.01 0
Capital Goods -0.01 -0.01
Insurance -6.9388939039072E-18 -
Diversified - 0
Chemicals - 0

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