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HDFC Arbitrage Fund vs Axis Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23551 Cr | ₹8084 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 Oct 2007 | 14 Aug 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% | 64.15% |
| Expense Ratio | 0.97 | 0.99 |
| Manager | Anil Bamboli | Devang Shah |
| ISIN Code | INF179K01343 | INF846K01QC8 |
| 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 | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.51% |
| 6 Month | 2.79% | 2.73% |
| 1 Year | 6.4% | 6.38% |
| 3 Year | 7.09% | 6.95% |
| 5 Year | 5.78% | 5.74% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.37% |
| 1 Year | 5.86% | 5.79% |
| 3 Year | 6.77% | 6.67% |
| 5 Year | 6.45% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.65% | 6.06% |
| 3 Year | 6.48% | 5.83% |
| 5 Year | 6.45% | 5.25% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.66% |
| Sharp | 1.16% | 2.3% |
| Beta | - | 0.48% |
| Alpha | - | 0.29% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Devang Shah |
| Total AUM | ₹135442 Cr | ₹60014 Cr |
| Funds Managed | 12 | 15 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.58 | 26.14 |
| Large Cap | 58.67 | 43.38 |
| Mid Cap | 13.12 | 24.94 |
| Small Cap | 2.63 | 5.53 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.86 | 24.23 |
| Energy | 4.53 | 3.17 |
| Industrials | 5.84 | 5.36 |
| Basic Materials | 10.1 | 8.84 |
| Healthcare | 2.97 | 3.54 |
| Consumer Defensive | 4.64 | 3.7 |
| Financial Services | 27.09 | 27.28 |
| Consumer Cyclical | 9.43 | 10.3 |
| Utilities | 2.56 | 2.44 |
| Communication Services | 3.59 | 5.54 |
| Technology | 3.9 | 3.21 |
| Real Estate | 1.48 | 2.39 |
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