HDFC Arbitrage Fund vs UTI Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

Invest Now

tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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 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 Low Low
Asset Size (Cr) ₹13061 Cr ₹5521 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Oct 2007 22 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 0.93 0.9
Manager Anil Bamboli Deepesh Agarwal
ISIN Code INF179K01343 INF789FB1RJ0
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.54% 0.56%
6 Month 3.66% 3.64%
1 Year 7.64% 7.65%
3 Year 6.13% 6.09%
5 Year 5.19% 5.34%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.46% 6.46%
3 Year 6.72% 6.69%
5 Year 5.85% 5.87%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 6.56% 6.66%
3 Year 6.43% 6.68%
5 Year 6.78% 7.06%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.69% 0.68%
Sharp -1.29% -1.31%
Beta 0.87% 0.87%
Alpha -0.33% -0.33%

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 UTI Arbitrage Fund - Regular Plan - Growth Option
Name Anil Bamboli Deepesh Agarwal
Total AUM ₹135442 Cr ₹35015 Cr
Fund Manage 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 4.79 16.28
Large Cap 46.05 46.86
Mid Cap 9.03 15.07
Small Cap 2.21 3.53

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 3.02 76.69
Energy 12.3 2.65
Technology 0.61 -0.0099999999999999
Materials 2.45 -0.030000000000001
Consumer Staples 3.7 0.08
Construction 2.99 -0.01
Metals & Mining 6.73 -0.08
Financial 20.22 1.69
Automobile 0.59 -0.030000000000001
Healthcare 3.07 -0.040000000000001
Services 2.46 0.9
Chemicals 1.34 0.03
Capital Goods 1.52 -0.04
Communication 0.83 -0.050000000000001
Consumer Discretionary 0.08 -0.01
Diversified 0.17 0

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns14.9%

VS

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.62%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.59%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.46%

VS

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns14.09%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns12.64%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns11.56%

Compare Now
Request call back
Add to Cart Successfully