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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) | ₹23551 Cr | ₹10720 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 | 0.45% | 0.45% |
| 6 Month | 2.84% | 2.85% |
| 1 Year | 6.32% | 6.52% |
| 3 Year | 7.09% | 7.15% |
| 5 Year | 5.78% | 5.83% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.42% | 1.43% |
| 1 Year | 5.86% | 6% |
| 3 Year | 6.77% | 6.87% |
| 5 Year | 6.45% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.81% |
| 3 Year | 6.49% | 6.7% |
| 5 Year | 6.44% | 6.94% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.68% |
| Sharp | 1.16% | 2.7% |
| Beta | - | 0.49% |
| Alpha | - | 0.47% |
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 | 25.58 | 25.51 |
| Large Cap | 58.67 | 50.61 |
| Mid Cap | 13.12 | 19.51 |
| Small Cap | 2.63 | 4.37 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.86 | 24.08 |
| Energy | 4.53 | 3.77 |
| Industrials | 5.84 | 4.57 |
| Basic Materials | 10.1 | 9.32 |
| Healthcare | 2.97 | 4.09 |
| Consumer Defensive | 4.64 | 5.63 |
| Financial Services | 27.09 | 29.36 |
| Consumer Cyclical | 9.43 | 8.87 |
| Utilities | 2.56 | 1.41 |
| Communication Services | 3.59 | 2.92 |
| Technology | 3.9 | 4.04 |
| Real Estate | 1.48 | 1.95 |
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