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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) | ₹23551 Cr | ₹259 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | 0.6% | 0.56% |
| 6 Month | 2.97% | 2.8% |
| 1 Year | 6.33% | 6.09% |
| 3 Year | 7.07% | 6.64% |
| 5 Year | 5.84% | 5.47% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.43% |
| 1 Year | 6.05% | 5.69% |
| 3 Year | 6.77% | 6.38% |
| 5 Year | 6.5% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.64% | 5.25% |
| 3 Year | 6.49% | 4.8% |
| 5 Year | 6.44% | 4.91% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.66% |
| Sharp | 2.34% | 1.61% |
| Beta | 0.49% | 0.46% |
| Alpha | 0.32% | -0.06% |
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 | 25.58 | 34.19 |
| Large Cap | 58.67 | 54.9 |
| Mid Cap | 13.12 | 10.76 |
| Small Cap | 2.63 | 0.14 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 23.86 | 33.05 |
| Energy | 4.53 | 6.2 |
| Industrials | 5.84 | 7.27 |
| Basic Materials | 10.1 | 5.6 |
| Healthcare | 2.97 | 3.4 |
| Consumer Defensive | 4.64 | 3.46 |
| Financial Services | 27.09 | 22.98 |
| Consumer Cyclical | 9.43 | 4.42 |
| Utilities | 2.56 | 0.5 |
| Communication Services | 3.59 | 7.79 |
| Technology | 3.9 | 3.83 |
| Real Estate | 1.48 | 1.49 |
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