LIC MF Arbitrage Fund Regular vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹21068 Cr | ₹121 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 25 Jan 2019 |
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 | 0.97 | 0.99 |
Manager | Anil Bamboli | Pratik Harish Shroff |
ISIN Code | INF179K01343 | INF767K01PL9 |
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 | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.43% | 0.47% |
6 Month | 3.15% | 2.99% |
1 Year | 6.79% | 6.48% |
3 Year | 7.02% | 6.57% |
5 Year | 5.59% | 5.18% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.61% | 1.52% |
1 Year | 6.74% | 6.46% |
3 Year | 7.2% | 6.77% |
5 Year | 6.47% | 6.08% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.64% | 4.65% |
3 Year | 6.43% | 4.34% |
5 Year | 6.53% | 4.81% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.66% |
Sharp | 0.29% | 1.19% |
Beta | - | 0.68% |
Alpha | - | -0.29% |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | Anil Bamboli | Pratik Harish Shroff |
Total AUM | ₹135442 Cr | ₹2586 Cr |
Funds Managed | 12 | 10 |
HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 24.65 | 35 |
Large Cap | 60.09 | 45.25 |
Small Cap | 2.04 | 5.08 |
Mid Cap | 13.22 | 14.66 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 22.71 | 33.48 |
Energy | 5.54 | 0 |
Utilities | 4.47 | 5.58 |
Industrials | 4.83 | 10.78 |
Technology | 5.18 | 4.99 |
Basic Materials | 9.7 | 7.65 |
Healthcare | 5.87 | 0 |
Consumer Defensive | 4.67 | 2.45 |
Financial Services | 23.24 | 22.07 |
Consumer Cyclical | 8.13 | 7.03 |
Communication Services | 4.67 | 3.73 |
Real Estate | 1.01 | 2.23 |
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