HDFC Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
HDFC Arbitrage Fund - Wholesale Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
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 | Very High | Low |
Asset Size (Cr) | ₹20685 Cr | ₹168 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 25 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 | 0.99 |
Manager | Anil Bamboli | Pratik Harish Shroff |
ISIN Code | INF179K01343 | INF767K01PL9 |
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 | LIC MF Arbitrage Fund - Growth charges 0.25% 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 | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.58% | 0.54% |
6 Month | 3.3% | 3.22% |
1 Year | 6.91% | 6.61% |
3 Year | 6.94% | 6.48% |
5 Year | 5.52% | 5.12% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.63% | 1.46% |
1 Year | 6.87% | 6.39% |
3 Year | 7.23% | 6.73% |
5 Year | 6.44% | 6.01% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.64% | 4.65% |
3 Year | 6.43% | 4.34% |
5 Year | 6.53% | 4.81% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.54% | 0.66% |
Sharp | 0.19% | 0.53% |
Beta | - | 0.65% |
Alpha | - | -0.32% |
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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 |
Funds Managed | 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 | 23.79 | 34.03 |
Large Cap | 62.73 | 44.93 |
Small Cap | 1.76 | 5.37 |
Mid Cap | 11.73 | 15.7 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 22.7 | 34.03 |
Energy | 5.84 | - |
Utilities | 4.75 | - |
Industrials | 5.34 | - |
Technology | 7.64 | - |
Basic Materials | 8.62 | - |
Healthcare | 4.93 | - |
Consumer Defensive | 3.81 | - |
Financial Services | 23.91 | - |
Consumer Cyclical | 7.62 | - |
Communication Services | 3.64 | - |
Real Estate | 1.18 | - |
IT - Software | - | 3.36 |
Cement & Cement Products | - | 0.57 |
Personal Products | - | 0.22 |
Ferrous Metals | - | 3.51 |
Banks | - | 26.73 |
Pharmaceuticals & Biotechnology | - | 0.09 |
Automobiles | - | 4.17 |
Electrical Equipment | - | 1.55 |
Power | - | 7.18 |
Finance | - | 0.39 |
Diversified FMCG | - | 0.16 |
Aerospace & Defense | - | 2.29 |
Realty | - | 1.53 |
Consumer Durables | - | 0.15 |
Auto Components | - | 0.8 |
Gas | - | 1.24 |
Telecom - Services | - | 1.47 |
Non - Ferrous Metals | - | 2.11 |
Minerals & Mining | - | 0.11 |
Retailing | - | 1.29 |
Capital Markets | - | 1.38 |
Transport Infrastructure | - | 4.94 |
Beverages | - | 0.76 |
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