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HDFC Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21984 Cr | ₹22619 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 1085% |
| Expense Ratio | 0.97 | 1.01 |
| Manager | Anil Bamboli | Pranav Gupta |
| ISIN Code | INF179K01343 | INF209K01264 |
| 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.44% | 0.44% |
| 6 Month | 2.69% | 2.69% |
| 1 Year | 6.4% | 6.47% |
| 3 Year | 7.07% | 7.01% |
| 5 Year | 5.67% | 5.66% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.42% |
| 1 Year | 6.12% | 6.19% |
| 3 Year | 6.92% | 6.9% |
| 5 Year | 6.46% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.67% | 6.42% |
| 3 Year | 6.46% | 6.15% |
| 5 Year | 6.47% | 6.29% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.40% |
| Sharp | 0.73% | 0.53% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pranav Gupta |
| Total AUM | ₹135442 Cr | ₹10003 Cr |
| Funds Managed | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.88 | 26.67 |
| Large Cap | 58.43 | 51.62 |
| Mid Cap | 12.75 | 17.83 |
| Small Cap | 1.94 | 3.87 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.45 | 24.22 |
| Energy | 5.86 | 6.91 |
| Industrials | 5.39 | 6.4 |
| Technology | 3.85 | 3.83 |
| Healthcare | 3.54 | 3.9 |
| Consumer Defensive | 4.3 | 4.77 |
| Basic Materials | 8.73 | 7.3 |
| Financial Services | 25.87 | 25.45 |
| Consumer Cyclical | 8.56 | 8.81 |
| Real Estate | 1.32 | 1.36 |
| Utilities | 3.37 | 3.25 |
| Communication Services | 3.77 | 3.79 |
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