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) | ₹23551 Cr | ₹16720 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 | 0.4% | 0.4% |
| 6 Month | 2.81% | 2.73% |
| 1 Year | 6.35% | 6.37% |
| 3 Year | 7.13% | 7.12% |
| 5 Year | 5.77% | 5.84% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.37% |
| 1 Year | 5.89% | 5.83% |
| 3 Year | 6.76% | 6.73% |
| 5 Year | 6.45% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.28% |
| 3 Year | 6.49% | 6.06% |
| 5 Year | 6.44% | 5.45% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.40% |
| Sharp | 1.16% | 1.06% |
| Beta | - | 0.45% |
| Alpha | - | -0.03% |
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 | 25.58 | 23.89 |
| Large Cap | 58.67 | 43.64 |
| Mid Cap | 13.12 | 26.12 |
| Small Cap | 2.63 | 6.35 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 23.86 | 22.21 |
| Energy | 4.53 | 6.89 |
| Industrials | 5.84 | 6.27 |
| Basic Materials | 10.1 | 10.08 |
| Healthcare | 2.97 | 4.97 |
| Consumer Defensive | 4.64 | 5.07 |
| Financial Services | 27.09 | 25.54 |
| Consumer Cyclical | 9.43 | 5.94 |
| Utilities | 2.56 | 3.1 |
| Communication Services | 3.59 | 3.06 |
| Technology | 3.9 | 5.4 |
| Real Estate | 1.48 | 1.46 |
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