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HDFC Arbitrage Fund vs Tata Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21068 Cr | ₹15922 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 487.73% |
| Expense Ratio | 0.97 | 1.08 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01343 | INF277K015Q7 |
| 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 | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.52% | 0.53% |
| 6 Month | 3.24% | 3.33% |
| 1 Year | 6.83% | 6.84% |
| 3 Year | 7.03% | 6.93% |
| 5 Year | 5.61% | 5.61% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.63% | 1.71% |
| 1 Year | 6.8% | 6.98% |
| 3 Year | 7.21% | 7.18% |
| 5 Year | 6.49% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.66% | 5.51% |
| 3 Year | 6.45% | 4.92% |
| 5 Year | 6.49% | 5.38% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | 0.88% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Sailesh Jain |
| Total AUM | ₹135442 Cr | ₹17041 Cr |
| Funds Managed | 12 | 7 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.65 | 37.85 |
| Large Cap | 60.09 | 42.3 |
| Small Cap | 2.04 | 4.09 |
| Mid Cap | 13.22 | 15.77 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 22.71 | 34 |
| Energy | 5.54 | 5.83 |
| Utilities | 4.47 | 4 |
| Industrials | 4.83 | 6.21 |
| Technology | 5.18 | 3.95 |
| Basic Materials | 9.7 | 5.61 |
| Healthcare | 5.87 | 5.61 |
| Consumer Defensive | 4.67 | 5.42 |
| Financial Services | 23.24 | 18.62 |
| Consumer Cyclical | 8.13 | 5.81 |
| Communication Services | 4.67 | 3.3 |
| Real Estate | 1.01 | 1.62 |
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