HDFC Arbitrage Fund vs Edelweiss Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21984 Cr | ₹16053 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 Oct 2007 | 27 Jun 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% | 370% |
| Expense Ratio | 0.97 | 1.05 |
| Manager | Anil Bamboli | Dhawal Dalal |
| ISIN Code | INF179K01343 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.42% | 0.45% |
| 6 Month | 2.69% | 2.68% |
| 1 Year | 6.38% | 6.44% |
| 3 Year | 7.05% | 7.04% |
| 5 Year | 5.65% | 5.72% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.86% | 0.82% |
| 1 Year | 4.94% | 4.88% |
| 3 Year | 6.52% | 6.5% |
| 5 Year | 6.24% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.67% | 6.25% |
| 3 Year | 6.46% | 5.99% |
| 5 Year | 6.47% | 5.42% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.41% |
| Sharp | 0.92% | 0.86% |
| Beta | - | 0.50% |
| Alpha | - | -0.11% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Anil Bamboli | Dhawal Dalal |
| Total AUM | ₹135442 Cr | ₹25974 Cr |
| Funds Managed | 12 | 12 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 26.88 | 24.04 |
| Large Cap | 58.43 | 46.34 |
| Mid Cap | 12.75 | 23.77 |
| Small Cap | 1.94 | 5.85 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 25.45 | 22.42 |
| Energy | 5.86 | 7.19 |
| Industrials | 5.39 | 5.32 |
| Technology | 3.85 | 4.92 |
| Healthcare | 3.54 | 3.66 |
| Consumer Defensive | 4.3 | 4.41 |
| Basic Materials | 8.73 | 8.25 |
| Financial Services | 25.87 | 27.78 |
| Consumer Cyclical | 8.56 | 6.68 |
| Real Estate | 1.32 | 1.18 |
| Utilities | 3.37 | 4.46 |
| Communication Services | 3.77 | 3.73 |
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