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) | ₹20685 Cr | ₹18204 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 | 0.45% | 0.46% |
6 Month | 3.22% | 3.38% |
1 Year | 6.83% | 6.89% |
3 Year | 6.98% | 6.91% |
5 Year | 5.58% | 5.57% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.52% | 1.6% |
1 Year | 6.57% | 6.77% |
3 Year | 7.14% | 7.13% |
5 Year | 6.43% | 6.41% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.64% | 6.38% |
3 Year | 6.43% | 6.13% |
5 Year | 6.53% | 6.43% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.51% |
Sharp | 0.29% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 24.65 | 32.6 |
Large Cap | 60.09 | 46.59 |
Small Cap | 2.04 | 4.5 |
Mid Cap | 13.22 | 16.31 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.71 | 30.11 |
Energy | 5.54 | 7.52 |
Utilities | 4.47 | 3.81 |
Industrials | 4.83 | 6.77 |
Technology | 5.18 | 4.53 |
Basic Materials | 9.7 | 7.58 |
Healthcare | 5.87 | 3.92 |
Consumer Defensive | 4.67 | 4.5 |
Financial Services | 23.24 | 20.99 |
Consumer Cyclical | 8.13 | 5.9 |
Communication Services | 4.67 | 3.44 |
Real Estate | 1.01 | 0.94 |
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