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) | ₹1112 Cr | ₹21352 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 | 0.32% | 0.3% |
6 Month | 2.8% | 3.02% |
1 Year | 6.04% | 6.5% |
3 Year | - | 7.02% |
5 Year | - | 5.63% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.26% | 1.36% |
1 Year | 5.74% | 6.16% |
3 Year | - | 6.98% |
5 Year | - | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Year | 6.7% | 6.66% |
3 Year | - | 6.45% |
5 Year | - | 6.49% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Standard Deviation | - | 0.40% |
Sharp | - | 0.79% |
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 | 30.3 | 29.27 |
Large Cap | 45.77 | 58.5 |
Mid Cap | 17.72 | 10.76 |
Small Cap | 6.21 | 1.47 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 29.98 | 27.43 |
Energy | 5.93 | 5.03 |
Technology | 4.6 | 4.73 |
Basic Materials | 6.1 | 7.91 |
Consumer Defensive | 1.91 | 4.98 |
Industrials | 3.38 | 4.91 |
Financial Services | 34.6 | 22.51 |
Healthcare | 2.21 | 5.81 |
Consumer Cyclical | 6.61 | 7.68 |
Utilities | 2.26 | 3.89 |
Communication Services | 1.96 | 4.02 |
Real Estate | 0.46 | 1.09 |
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