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) | ₹23551 Cr | ₹16259 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 | 0.55% | 0.54% |
| 6 Month | 2.8% | 2.73% |
| 1 Year | 6.36% | 6.22% |
| 3 Year | 7.17% | 6.96% |
| 5 Year | 5.75% | 5.69% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.42% | 1.4% |
| 1 Year | 5.86% | 5.74% |
| 3 Year | 6.77% | 6.6% |
| 5 Year | 6.45% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.65% | 6.59% |
| 3 Year | 6.48% | 6.31% |
| 5 Year | 6.45% | 5.93% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.37% |
| Sharp | 1.16% | 0.55% |
| Beta | - | 0.48% |
| Alpha | - | 0.22% |
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 | 23.78 | 25.01 |
| Large Cap | 60.53 | 51.95 |
| Mid Cap | 13.42 | 19.68 |
| Small Cap | 2.27 | 3.37 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 22.57 | 23.9 |
| Energy | 5.29 | 5.98 |
| Industrials | 6.05 | 6.69 |
| Technology | 4.16 | 3.23 |
| Basic Materials | 9.76 | 11.23 |
| Healthcare | 3.2 | 4.39 |
| Consumer Defensive | 4.75 | 5.31 |
| Financial Services | 27.03 | 23.7 |
| Consumer Cyclical | 8.87 | 6.53 |
| Real Estate | 1.4 | 1.42 |
| Utilities | 3.12 | 3.39 |
| Communication Services | 3.81 | 4.22 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.26%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.54%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.39%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.01%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.42%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%