- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
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) | ₹17654 Cr | ₹6518 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 | 0.63% | 0.67% |
| 6 Month | 3.58% | 3.71% |
| 1 Year | 7.4% | 7.52% |
| 3 Year | 6.76% | 6.75% |
| 5 Year | 5.41% | 5.53% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.9% | 2% |
| 1 Year | 7.44% | 7.68% |
| 3 Year | 7.4% | 7.47% |
| 5 Year | 6.44% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.6% | 6.72% |
| 3 Year | 6.41% | 6.66% |
| 5 Year | 6.66% | 7.02% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.607% | 0.617% |
| Sharp | -0.076% | -0.152% |
| 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 | 100.84 | 97.1 |
| Large Cap | 58.76 | 44.49 |
| Small Cap | 2.39 | 2.47 |
| Mid Cap | 11.1 | 11.54 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100.2 | 97.05 |
| Energy | 8.82 | 5.75 |
| Utilities | 3.49 | 2.2 |
| Industrials | 5.16 | 5.13 |
| Technology | 4.11 | 3.79 |
| Basic Materials | 9.04 | 5.9 |
| Healthcare | 2.43 | 2.43 |
| Consumer Defensive | 2.16 | 1.49 |
| Financial Services | 24.85 | 22.63 |
| Consumer Cyclical | 8.26 | 5.77 |
| Real Estate | 2.32 | 1.43 |
| Communication Services | 2.24 | 2.02 |
Top Comparisons
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns18.68%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns23.83%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns11.22%
Tata Silver Exchange Traded Fund
3Y Returns0%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.25%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.3%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.08%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.62%
