Edelweiss Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23009 Cr | ₹16687 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 Oct 2007 | 27 Jun 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% | 370% |
| Expense Ratio | 0.97 | 1.05 |
| Manager | Anil Bamboli | Dhawal Dalal |
| ISIN Code | INF179K01343 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.52% | 0.52% |
| 6 Month | 2.89% | 2.86% |
| 1 Year | 6.45% | 6.47% |
| 3 Year | 7.12% | 7.11% |
| 5 Year | 5.75% | 5.81% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.41% |
| 1 Year | 5.97% | 5.94% |
| 3 Year | 6.82% | 6.82% |
| 5 Year | 6.45% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.65% | 6.27% |
| 3 Year | 6.48% | 6.05% |
| 5 Year | 6.45% | 5.44% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.41% |
| Sharp | 0.92% | 0.86% |
| Beta | - | 0.47% |
| Alpha | - | -0.06% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Anil Bamboli | Dhawal Dalal |
| Total AUM | ₹135442 Cr | ₹25974 Cr |
| Funds Managed | 12 | 12 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 23.78 | 21.92 |
| Large Cap | 60.53 | 46.09 |
| Mid Cap | 13.42 | 25.47 |
| Small Cap | 2.27 | 6.52 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 22.57 | 20.52 |
| Energy | 5.29 | 7.87 |
| Industrials | 6.05 | 5.9 |
| Technology | 4.16 | 7 |
| Basic Materials | 9.76 | 9.21 |
| Healthcare | 3.2 | 3.98 |
| Consumer Defensive | 4.75 | 5.35 |
| Financial Services | 27.03 | 25.68 |
| Consumer Cyclical | 8.87 | 6.11 |
| Real Estate | 1.4 | 1.33 |
| Utilities | 3.12 | 3.51 |
| Communication Services | 3.81 | 3.54 |
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