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 | 0.47% | 0.47% |
| 6 Month | 2.83% | 2.81% |
| 1 Year | 6.31% | 6.21% |
| 3 Year | 7.06% | 6.89% |
| 5 Year | 5.79% | 5.73% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.45% | 1.44% |
| 1 Year | 5.98% | 5.89% |
| 3 Year | 6.79% | 6.63% |
| 5 Year | 6.47% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.59% |
| 3 Year | 6.49% | 6.31% |
| 5 Year | 6.44% | 5.91% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.65% |
| Sharp | 1.16% | 2.2% |
| 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 | 25.58 | 27.58 |
| Large Cap | 58.67 | 48.77 |
| Mid Cap | 13.12 | 19.83 |
| Small Cap | 2.63 | 3.82 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 23.86 | 25.15 |
| Energy | 4.53 | 5.46 |
| Industrials | 5.84 | 6.73 |
| Basic Materials | 10.1 | 11.89 |
| Healthcare | 2.97 | 5.01 |
| Consumer Defensive | 4.64 | 4.11 |
| Financial Services | 27.09 | 22.32 |
| Consumer Cyclical | 9.43 | 7.86 |
| Utilities | 2.56 | 2.57 |
| Communication Services | 3.59 | 3.87 |
| Technology | 3.9 | 3.56 |
| Real Estate | 1.48 | 1.44 |
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