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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) | ₹23009 Cr | ₹20107 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 | 0.55% | 0.52% |
| 6 Month | 2.8% | 2.7% |
| 1 Year | 6.36% | 6.33% |
| 3 Year | 7.17% | 7.06% |
| 5 Year | 5.75% | 5.69% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.4% | 1.34% |
| 1 Year | 5.89% | 5.83% |
| 3 Year | 6.79% | 6.71% |
| 5 Year | 6.46% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.65% | 5.87% |
| 3 Year | 6.48% | 5.01% |
| 5 Year | 6.45% | 5.41% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.36% |
| Sharp | 1.16% | 0.93% |
| 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 | 23.78 | 29.5 |
| Large Cap | 60.53 | 43.07 |
| Mid Cap | 13.42 | 22.81 |
| Small Cap | 2.27 | 4.63 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 22.57 | 26.72 |
| Energy | 5.29 | 5.88 |
| Industrials | 6.05 | 6.39 |
| Technology | 4.16 | 3.43 |
| Basic Materials | 9.76 | 8.43 |
| Healthcare | 3.2 | 3.28 |
| Consumer Defensive | 4.75 | 6.49 |
| Financial Services | 27.03 | 25.25 |
| Consumer Cyclical | 8.87 | 5.08 |
| Real Estate | 1.4 | 2.56 |
| Utilities | 3.12 | 3.37 |
| Communication Services | 3.81 | 3.12 |
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