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 | 0.45% | 0.45% |
6 Month | 3.38% | 3.48% |
1 Year | 7.24% | 7.31% |
3 Year | 6.75% | 6.72% |
5 Year | 5.41% | 5.5% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.7% | 1.76% |
1 Year | 6.99% | 7.16% |
3 Year | 7.28% | 7.34% |
5 Year | 6.41% | 6.44% |
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 | - | - |
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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 |
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