ITI Arbitrage Fund Regular vs HDFC Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
Overview
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Fund | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49 Cr | ₹21352 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Sep 2019 | 23 Oct 2007 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 266.28% |
Expense Ratio | 0.93 | 0.97 |
Manager | Vikrant Mehta | Anil Bamboli |
ISIN Code | INF00XX01416 | INF179K01343 |
Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Month | 0.54% | 0.59% |
6 Month | 3.31% | 3.23% |
1 Year | 6.75% | 6.77% |
3 Year | 6.34% | 7.04% |
5 Year | 4.72% | 5.62% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.56% | 1.55% |
1 Year | 6.69% | 6.6% |
3 Year | 6.87% | 7.13% |
5 Year | 5.84% | 6.47% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Year | 3.18% | 6.66% |
3 Year | 4.04% | 6.45% |
5 Year | 4.31% | 6.49% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Standard Deviation | 0.53% | 0.39% |
Sharp | -0.75% | 0.88% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Name | Vikrant Mehta | Anil Bamboli |
Total AUM | ₹698 Cr | ₹135442 Cr |
Funds Managed | 8 | 12 |
ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Market Cap
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 31.76 | 29.27 |
Large Cap | 35.04 | 58.5 |
Mid Cap | 22.72 | 10.76 |
Small Cap | 10.48 | 1.47 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 29.95 | 27.43 |
Consumer Defensive | 0 | 4.98 |
Industrials | 6.87 | 4.91 |
Financial Services | 35.84 | 22.51 |
Healthcare | 2.87 | 5.81 |
Basic Materials | 9.77 | 7.91 |
Energy | 1.21 | 5.03 |
Consumer Cyclical | 4.04 | 7.68 |
Communication Services | 1.26 | 4.02 |
Real Estate | 0.74 | 1.09 |
Technology | 7.44 | 4.73 |
Utilities | - | 3.89 |
Top Comparisons
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns12.92%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.49%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.35%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.58%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.45%