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HDFC Arbitrage Fund vs Edelweiss Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹21352 Cr ₹15550 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 0.49% 0.49%
6 Month 3.19% 3.18%
1 Year 6.76% 6.79%
3 Year 7.02% 7.01%
5 Year 5.63% 5.7%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month 1.43% 1.41%
1 Year 6.43% 6.44%
3 Year 7.06% 7.06%
5 Year 6.44% 6.48%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 6.66% 6.24%
3 Year 6.45% 5.95%
5 Year 6.49% 5.41%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.39% 0.40%
Sharp 0.88% 0.84%
Beta - 0.51%
Alpha - -0.01%

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 29.27 28.65
Large Cap 58.5 45.22
Small Cap 1.47 5.57
Mid Cap 10.76 20.57

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 27.43 26.42
Energy 5.03 6.62
Utilities 3.89 4.42
Industrials 4.91 5.26
Technology 4.73 6.32
Basic Materials 7.91 7.71
Healthcare 5.81 4.69
Consumer Defensive 4.98 4.61
Financial Services 22.51 22.98
Consumer Cyclical 7.68 5.98
Real Estate 1.09 1.07
Communication Services 4.02 3.91

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