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Bajaj Finserv Arbitrage Fund Regular vs HDFC Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
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 | Very High |
| Asset Size (Cr) | ₹1257 Cr | ₹23009 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 15 Sep 2023 | 23 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 | 0.95 | 0.97 |
| Manager | Siddharth Chaudhary | Anil Bamboli |
| ISIN Code | INF0QA701490 | INF179K01343 |
| Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.49% |
| 6 Month | 2.73% | 2.88% |
| 1 Year | 5.88% | 6.29% |
| 3 Year | - | 7.15% |
| 5 Year | - | 5.77% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.4% |
| 1 Year | 5.57% | 5.89% |
| 3 Year | - | 6.79% |
| 5 Year | - | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.65% |
| 3 Year | - | 6.48% |
| 5 Year | - | 6.45% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | - | 0.37% |
| Sharp | - | 1.16% |
| Beta | - | - |
| Alpha | - | - |
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 |
| Funds Managed | 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 | 27.7 | 23.78 |
| Large Cap | 41.71 | 60.53 |
| Mid Cap | 22.43 | 13.42 |
| Small Cap | 8.17 | 2.27 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 27.08 | 22.57 |
| Energy | 6.2 | 5.29 |
| Industrials | 4.96 | 6.05 |
| Basic Materials | 8.05 | 9.76 |
| Consumer Defensive | 1.92 | 4.75 |
| Financial Services | 32.61 | 27.03 |
| Healthcare | 2.34 | 3.2 |
| Consumer Cyclical | 5.95 | 8.87 |
| Technology | 4.21 | 4.16 |
| Utilities | 2.2 | 3.12 |
| Communication Services | 4.03 | 3.81 |
| Real Estate | 0.44 | 1.4 |
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