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) | ₹17654 Cr | ₹353 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 | 0.38% | 0.43% |
6 Month | 3.31% | 3.25% |
1 Year | 7.12% | 6.81% |
3 Year | 6.77% | 6.35% |
5 Year | 5.39% | 5% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.63% | 1.66% |
1 Year | 6.85% | 6.75% |
3 Year | 7.22% | 6.82% |
5 Year | 6.38% | 6.02% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.6% | 4.29% |
3 Year | 6.41% | 4.13% |
5 Year | 6.66% | 4.79% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.607% | 0.66% |
Sharp | -0.076% | 0.28% |
Beta | - | 0.65% |
Alpha | - | -0.39% |
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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 | 100.84 | 34.4 |
Large Cap | 58.76 | 50.87 |
Small Cap | 2.39 | 3.28 |
Mid Cap | 11.1 | 11.46 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 100.2 | 34.4 |
Energy | 8.82 | - |
Utilities | 3.49 | - |
Industrials | 5.16 | - |
Technology | 4.11 | - |
Basic Materials | 9.04 | - |
Healthcare | 2.43 | - |
Consumer Defensive | 2.16 | - |
Financial Services | 24.85 | - |
Consumer Cyclical | 8.26 | - |
Real Estate | 2.32 | - |
Communication Services | 2.24 | - |
Petroleum Products | - | 8.7 |
IT - Software | - | 4.51 |
Cement & Cement Products | - | 0.48 |
Personal Products | - | 0.29 |
Ferrous Metals | - | 2.46 |
Banks | - | 18.62 |
Diversified FMCG | - | 0.55 |
Pharmaceuticals & Biotechnology | - | 0.74 |
Automobiles | - | 7.74 |
Finance | - | 1.43 |
Electrical Equipment | - | 0.99 |
Power | - | 3.36 |
Telecom - Services | - | 0.43 |
Capital Markets | - | 2.28 |
Gas | - | 0.85 |
Aerospace & Defense | - | 1.72 |
Realty | - | 1.75 |
Consumer Durables | - | 0.86 |
Auto Components | - | 1.27 |
Leisure Services | - | 0.27 |
Non - Ferrous Metals | - | 1 |
Minerals & Mining | - | 0.57 |
Retailing | - | 1.13 |
Insurance | - | 0.23 |
Chemicals & Petrochemicals | - | 0.18 |
Transport Infrastructure | - | 2.45 |
Beverages | - | 0.75 |
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