HDFC Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon LIC MF Arbitrage Fund Regular - Growth

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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 LIC MF Arbitrage Fund Regular - Growth
Fund HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹8811 Cr ₹30 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 10 Oct 2007 07 Jan 2019
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open-ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 266.28% %
Expense Ratio 0.97 0.97
Manager Anil Bamboli Pratik Harish Shroff
ISIN Code INF179K01343 INF767K01PL9
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.25% if redeemed within 1 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
1 Month 0.56% 0.46%
6 Month 3.84% 3.52%
1 Year 7.78% 7.25%
3 Year 5.72% 5.38%
5 Year 5.11% 4.78%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
6 Month - -
1 Year 3.71% 3.42%
3 Year 10.31% 9.58%
5 Year 15.16% 14.04%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
1 Year 4.55% 4.22%
3 Year 11.86% 11%
5 Year 15.32% 14.15%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
Standard Deviation 0.69% 0.66%
Sharp -1.84% -2.39%
Beta 0.87% 0.81%
Alpha -0.41% -0.8%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth
Name Anil Bamboli Pratik Harish Shroff
Total AUM ₹135442 Cr ₹2586 Cr
Fund Manage 12 10
HDFC Arbitrage Fund - Wholesale Growth Option LIC MF Arbitrage Fund Regular - Growth

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

LIC MF Arbitrage Fund Regular - Growth

Others 27.56 35.98
Large Cap 46.92 37.84
Mid Cap 6.56 19.52
Small Cap 1.57 6.7

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

LIC MF Arbitrage Fund Regular - Growth

Others 81.09 70.33
Financial 1.47 3.91
Energy 0.16 -0.02
Construction 0 -0.02
Metals & Mining -0.049999999999999 -0.050000000000001
Services -0.01 -0.02
Consumer Staples 0.01 -0.01
Healthcare -0.02 -0.04
Capital Goods -0.01 -0.0099999999999998
Materials -0.02 -0.03
Consumer Discretionary 0 0
Communication -0.01 -0.01
Technology 0 -0.02
Automobile 0 -0.02
Diversified 0 -
Chemicals 0 -0.0099999999999998
Unclassified - 26.07
Insurance - -0.01

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