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 | ₹17291 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 | 0.59% | 0.58% |
6 Month | 3.23% | 3.33% |
1 Year | 6.77% | 6.81% |
3 Year | 7.04% | 6.95% |
5 Year | 5.62% | 5.61% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.55% | 1.6% |
1 Year | 6.6% | 6.73% |
3 Year | 7.13% | 7.08% |
5 Year | 6.47% | 6.41% |
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 | 29.27 | 39.01 |
Large Cap | 58.5 | 41.73 |
Small Cap | 1.47 | 2.92 |
Mid Cap | 10.76 | 16.34 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 27.43 | 35.67 |
Energy | 5.03 | 4.76 |
Utilities | 3.89 | 3.85 |
Industrials | 4.91 | 6.04 |
Technology | 4.73 | 6.11 |
Basic Materials | 7.91 | 5.06 |
Healthcare | 5.81 | 4.82 |
Consumer Defensive | 4.98 | 5.24 |
Financial Services | 22.51 | 17.49 |
Consumer Cyclical | 7.68 | 6.51 |
Real Estate | 1.09 | 1.66 |
Communication Services | 4.02 | 2.78 |
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