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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) | ₹21984 Cr | ₹7578 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 | 0.42% | 0.46% |
| 6 Month | 2.69% | 2.68% |
| 1 Year | 6.38% | 6.38% |
| 3 Year | 7.05% | 6.9% |
| 5 Year | 5.65% | 5.61% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.86% | 0.82% |
| 1 Year | 4.94% | 4.89% |
| 3 Year | 6.52% | 6.42% |
| 5 Year | 6.24% | 6.15% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.67% | 6.04% |
| 3 Year | 6.46% | 5.79% |
| 5 Year | 6.47% | 5.23% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | 0.92% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.88 | 27.72 |
| Large Cap | 58.43 | 44.34 |
| Mid Cap | 12.75 | 23.65 |
| Small Cap | 1.94 | 4.29 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.45 | 25.94 |
| Energy | 5.86 | 3.8 |
| Industrials | 5.39 | 5.14 |
| Technology | 3.85 | 4.62 |
| Healthcare | 3.54 | 2.71 |
| Consumer Defensive | 4.3 | 3.29 |
| Basic Materials | 8.73 | 7.25 |
| Financial Services | 25.87 | 27.17 |
| Consumer Cyclical | 8.56 | 10.05 |
| Real Estate | 1.32 | 2.16 |
| Utilities | 3.37 | 2.94 |
| Communication Services | 3.77 | 4.93 |
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