HDFC Arbitrage Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

Invest Now

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Low Low
Asset Size (Cr) ₹13061 Cr ₹11519 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹100 ₹1000
Launch Date 10 Oct 2007 05 Dec 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Close Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 266.28% 487.73%
Expense Ratio 0.93 1.07
Manager Anil Bamboli Sailesh Jain
ISIN Code INF179K01343 INF277K015Q7
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.58% 0.58%
6 Month 3.63% 3.58%
1 Year 7.71% 7.56%
3 Year 5.83% 5.73%
5 Year 5.13% 5.34%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Tata Arbitrage Fund-Regular Plan-Growth
6 Month - -
1 Year 3.71% 3.64%
3 Year 10.31% 10.09%
5 Year 15.16% 15.19%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Tata Arbitrage Fund-Regular Plan-Growth
1 Year 4.55% 4.72%
3 Year 11.86% 11.96%
5 Year 15.32% 15.38%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.69% 0.67%
Sharp -1.29% -1.47%
Beta 0.87% 0.84%
Alpha -0.33% -0.44%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.79 -31.8
Large Cap 46.05 27.94
Mid Cap 9.03 5.41
Small Cap 2.21 2.74

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Tata Arbitrage Fund-Regular Plan-Growth

Others 3.02 -
Energy 12.3 -0.04
Technology 0.61 -0.01
Materials 2.45 -0.01
Consumer Staples 3.7 5.1868231931707E-16
Construction 2.99 0
Metals & Mining 6.73 -0.020000000000001
Financial 20.22 2.77
Automobile 0.59 -0.03
Healthcare 3.07 -0.02
Services 2.46 -0.0099999999999999
Chemicals 1.34 -0.01
Capital Goods 1.52 -0.02
Communication 0.83 1.69
Consumer Discretionary 0.08 -
Diversified 0.17 0

Top Comparisons

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.25%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns23.99%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns20.72%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns19.91%

VS

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns24.17%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.6%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.29%

Compare Now
Request call back
Add to Cart Successfully