Nippon India Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21984 Cr | ₹15516 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 14 Oct 2010 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 1243% |
| Expense Ratio | 0.97 | 1.07 |
| Manager | Anil Bamboli | Anju Chhajer |
| ISIN Code | INF179K01343 | INF204K01IY1 |
| 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 | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.42% | 0.46% |
| 6 Month | 2.69% | 2.63% |
| 1 Year | 6.38% | 6.24% |
| 3 Year | 7.05% | 6.88% |
| 5 Year | 5.65% | 5.59% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 0.9% | 0.85% |
| 1 Year | 4.98% | 4.81% |
| 3 Year | 6.54% | 6.35% |
| 5 Year | 6.24% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.67% | 6.62% |
| 3 Year | 6.46% | 6.3% |
| 5 Year | 6.47% | 5.97% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | 0.92% | 0.47% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Anju Chhajer |
| Total AUM | ₹135442 Cr | ₹71679 Cr |
| Funds Managed | 12 | 13 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 26.88 | 25.51 |
| Large Cap | 58.43 | 51.57 |
| Mid Cap | 12.75 | 19.55 |
| Small Cap | 1.94 | 3.37 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 25.45 | 24.55 |
| Energy | 5.86 | 7.38 |
| Industrials | 5.39 | 5.67 |
| Technology | 3.85 | 3.54 |
| Healthcare | 3.54 | 4.52 |
| Consumer Defensive | 4.3 | 4.38 |
| Basic Materials | 8.73 | 9.67 |
| Financial Services | 25.87 | 24.72 |
| Consumer Cyclical | 8.56 | 7 |
| Real Estate | 1.32 | 1.49 |
| Utilities | 3.37 | 3.2 |
| Communication Services | 3.77 | 3.9 |
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