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) | ₹23009 Cr | ₹24256 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 | 0.51% | 0.52% |
| 6 Month | 2.86% | 2.83% |
| 1 Year | 6.37% | 6.44% |
| 3 Year | 7.11% | 7.07% |
| 5 Year | 5.74% | 5.75% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.39% |
| 1 Year | 5.89% | 5.94% |
| 3 Year | 6.79% | 6.77% |
| 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 | 6.65% | 6.43% |
| 3 Year | 6.48% | 6.18% |
| 5 Year | 6.45% | 6.2% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.66% |
| Sharp | 1.16% | 2.53% |
| Beta | - | 0.45% |
| Alpha | - | 0.43% |
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 | 23.78 | 22.94 |
| Large Cap | 60.53 | 53 |
| Mid Cap | 13.42 | 19.44 |
| Small Cap | 2.27 | 4.62 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.57 | 20.81 |
| Energy | 5.29 | 6.74 |
| Industrials | 6.05 | 6.8 |
| Technology | 4.16 | 4.21 |
| Basic Materials | 9.76 | 8.41 |
| Healthcare | 3.2 | 4.11 |
| Consumer Defensive | 4.75 | 4.79 |
| Financial Services | 27.03 | 27.12 |
| Consumer Cyclical | 8.87 | 8.59 |
| Real Estate | 1.4 | 1.53 |
| Utilities | 3.12 | 3.23 |
| Communication Services | 3.81 | 3.67 |
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