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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) | ₹21352 Cr | ₹18596 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 | 0.33% | 0.32% |
| 6 Month | 3.13% | 3.23% |
| 1 Year | 6.5% | 6.53% |
| 3 Year | 7.02% | 6.92% |
| 5 Year | 5.64% | 5.61% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.36% | 1.38% |
| 1 Year | 6.16% | 6.27% |
| 3 Year | 6.98% | 6.94% |
| 5 Year | 6.43% | 6.37% |
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 | 0.40% | 0.38% |
| Sharp | 0.79% | 0.59% |
| 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 | 29.83 | 37.55 |
| Large Cap | 57.02 | 40.04 |
| Mid Cap | 11.63 | 19.15 |
| Small Cap | 1.52 | 3.26 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.99 | 34.26 |
| Energy | 5.14 | 5.33 |
| Industrials | 4.66 | 4.34 |
| Technology | 4.85 | 4.9 |
| Basic Materials | 7.84 | 5.3 |
| Healthcare | 4.6 | 4 |
| Consumer Defensive | 4.9 | 5.23 |
| Financial Services | 23.38 | 21.97 |
| Consumer Cyclical | 8.16 | 6.48 |
| Real Estate | 1.23 | 1.77 |
| Utilities | 3.24 | 3.43 |
| Communication Services | 4.01 | 3 |
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