HDFC Arbitrage Fund vs Nippon India Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹20685 Cr | ₹14511 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 14 Oct 2010 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 266.28% | 1243% |
Expense Ratio | 0.97 | 1.07 |
Manager | Anil Bamboli | Anju Chhajer |
ISIN Code | INF179K01343 | INF204K01IY1 |
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 | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Month | 0.64% | 0.62% |
6 Month | 3.4% | 3.33% |
1 Year | 6.95% | 6.75% |
3 Year | 6.92% | 6.74% |
5 Year | 5.48% | 5.43% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 1.63% | 1.59% |
1 Year | 6.87% | 6.67% |
3 Year | 7.23% | 7.04% |
5 Year | 6.44% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 6.64% | 6.61% |
3 Year | 6.43% | 6.29% |
5 Year | 6.53% | 6.07% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 0.54% | 0.52% |
Sharp | 0.19% | -0.18% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Anju Chhajer |
Total AUM | ₹135442 Cr | ₹71679 Cr |
Funds Managed | 12 | 13 |
HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 100.84 | 100.52 |
Large Cap | 58.76 | 48.16 |
Small Cap | 2.39 | 4.56 |
Mid Cap | 11.1 | 16.61 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 100.2 | 99.49 |
Energy | 8.82 | 7.9 |
Utilities | 3.49 | 1.22 |
Industrials | 5.16 | 8.59 |
Technology | 4.11 | 4.16 |
Basic Materials | 9.04 | 6.92 |
Healthcare | 2.43 | 3.62 |
Consumer Defensive | 2.16 | 4.19 |
Financial Services | 24.85 | 24.19 |
Consumer Cyclical | 8.26 | 6.79 |
Real Estate | 2.32 | 0.49 |
Communication Services | 2.24 | 2.29 |
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