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) | ₹23551 Cr | ₹25267 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 | 0.57% | 0.56% |
| 6 Month | 2.91% | 2.87% |
| 1 Year | 6.32% | 6.43% |
| 3 Year | 7.08% | 7.03% |
| 5 Year | 5.81% | 5.8% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.48% |
| 1 Year | 6.05% | 6.04% |
| 3 Year | 6.77% | 6.75% |
| 5 Year | 6.5% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.64% | 6.43% |
| 3 Year | 6.49% | 6.2% |
| 5 Year | 6.44% | 6.17% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.36% |
| Sharp | 1.13% | 0.99% |
| Beta | 0.49% | 0.46% |
| Alpha | 0.32% | 0.32% |
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 | 25.58 | 23.58 |
| Large Cap | 58.67 | 52.73 |
| Mid Cap | 13.12 | 19.52 |
| Small Cap | 2.63 | 4.17 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.86 | 21.22 |
| Energy | 4.53 | 6.52 |
| Industrials | 5.84 | 6.49 |
| Basic Materials | 10.1 | 8.97 |
| Healthcare | 2.97 | 4.01 |
| Consumer Defensive | 4.64 | 4.75 |
| Financial Services | 27.09 | 27.83 |
| Consumer Cyclical | 9.43 | 8.72 |
| Utilities | 2.56 | 2.89 |
| Communication Services | 3.59 | 3.82 |
| Technology | 3.9 | 3.46 |
| Real Estate | 1.48 | 1.32 |
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