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) | ₹51 Cr | ₹21984 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 | 0.58% | 0.52% |
| 6 Month | 2.81% | 2.77% |
| 1 Year | 6.52% | 6.41% |
| 3 Year | 6.6% | 7.12% |
| 5 Year | 4.84% | 5.69% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.36% |
| 1 Year | 6.01% | 5.88% |
| 3 Year | 6.69% | 6.83% |
| 5 Year | 5.88% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 3.34% | 6.67% |
| 3 Year | 4.2% | 6.46% |
| 5 Year | 4.34% | 6.47% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.47% | 0.39% |
| Sharp | -0.37% | 0.92% |
| 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 | 30.48 | 26.88 |
| Large Cap | 36.4 | 58.43 |
| Mid Cap | 23.64 | 12.75 |
| Small Cap | 9.48 | 1.94 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 28.69 | 25.45 |
| Industrials | 8.46 | 5.39 |
| Financial Services | 31.18 | 25.87 |
| Healthcare | 2.83 | 3.54 |
| Basic Materials | 12.45 | 8.73 |
| Energy | 1.3 | 5.86 |
| Consumer Cyclical | 1.16 | 8.56 |
| Utilities | 1.43 | 3.37 |
| Communication Services | 1.21 | 3.77 |
| Consumer Defensive | 1.22 | 4.3 |
| Real Estate | 0.79 | 1.32 |
| Technology | 9.27 | 3.85 |
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