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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) | ₹21352 Cr | ₹9149 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 | 0.41% | 0.39% |
| 6 Month | 3.12% | 3.26% |
| 1 Year | 6.53% | 6.72% |
| 3 Year | 7.06% | 7.09% |
| 5 Year | 5.64% | 5.69% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.37% |
| 1 Year | 6.16% | 6.34% |
| 3 Year | 6.98% | 7.07% |
| 5 Year | 6.43% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.86% |
| 3 Year | 6.45% | 6.68% |
| 5 Year | 6.49% | 6.97% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.40% | 0.41% |
| Sharp | 0.79% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
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 | 29.27 | 35.13 |
| Large Cap | 58.5 | 46.83 |
| Small Cap | 1.47 | 2.99 |
| Mid Cap | 10.76 | 15.05 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.43 | 33.66 |
| Energy | 5.03 | 4.74 |
| Utilities | 3.89 | 1.8 |
| Industrials | 4.91 | 4.14 |
| Technology | 4.73 | 4.83 |
| Basic Materials | 7.91 | 6.6 |
| Healthcare | 5.81 | 4.28 |
| Consumer Defensive | 4.98 | 4.8 |
| Financial Services | 22.51 | 25 |
| Consumer Cyclical | 7.68 | 6.55 |
| Real Estate | 1.09 | 0.79 |
| Communication Services | 4.02 | 2.8 |
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