- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Arbitrage Fund vs UTI Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21068 Cr | ₹7863 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 1110% |
| Expense Ratio | 0.97 | 0.74 |
| Manager | Anil Bamboli | Deepesh Agarwal |
| ISIN Code | INF179K01343 | INF789FB1RJ0 |
| 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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.47% |
| 6 Month | 3.26% | 3.39% |
| 1 Year | 6.86% | 7.02% |
| 3 Year | 7.03% | 7.04% |
| 5 Year | 5.58% | 5.64% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.61% | 1.67% |
| 1 Year | 6.74% | 6.99% |
| 3 Year | 7.2% | 7.3% |
| 5 Year | 6.47% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.8% |
| 3 Year | 6.43% | 6.66% |
| 5 Year | 6.53% | 6.98% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 0.54% |
| Sharp | 0.29% | 0.30% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Deepesh Agarwal |
| Total AUM | ₹135442 Cr | ₹35015 Cr |
| Funds Managed | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.65 | 31.6 |
| Large Cap | 60.09 | 47.39 |
| Small Cap | 2.04 | 4.17 |
| Mid Cap | 13.22 | 16.85 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.71 | 29.51 |
| Energy | 5.54 | 5.93 |
| Utilities | 4.47 | 1.64 |
| Industrials | 4.83 | 4.78 |
| Technology | 5.18 | 5.56 |
| Basic Materials | 9.7 | 8.19 |
| Healthcare | 5.87 | 4.94 |
| Consumer Defensive | 4.67 | 4.88 |
| Financial Services | 23.24 | 23.91 |
| Consumer Cyclical | 8.13 | 6.67 |
| Communication Services | 4.67 | 3.11 |
| Real Estate | 1.01 | 0.88 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns26.95%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns10.47%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns18.56%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns28.01%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.68%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.65%
