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) | ₹1296 Cr | ₹21984 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 | 0.59% | 0.57% |
6 Month | 2.65% | 2.8% |
1 Year | 6.27% | 6.65% |
3 Year | - | 7.04% |
5 Year | - | 5.68% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.38% | 1.45% |
1 Year | 5.79% | 6.16% |
3 Year | - | 6.95% |
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% | 6.67% |
3 Year | - | 6.46% |
5 Year | - | 6.47% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Standard Deviation | - | 0.40% |
Sharp | - | 0.73% |
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 | 33.11 | 26.88 |
Large Cap | 41.14 | 58.43 |
Mid Cap | 18.93 | 12.75 |
Small Cap | 6.82 | 1.94 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 32.31 | 25.45 |
Energy | 5.76 | 5.86 |
Industrials | 4.52 | 5.39 |
Technology | 3.43 | 3.85 |
Basic Materials | 7.18 | 8.73 |
Consumer Defensive | 1.37 | 4.3 |
Financial Services | 31.92 | 25.87 |
Healthcare | 2.08 | 3.54 |
Consumer Cyclical | 5.39 | 8.56 |
Utilities | 2 | 3.37 |
Communication Services | 3.66 | 3.77 |
Real Estate | 0.38 | 1.32 |
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