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SBI Arbitrage Opportunities Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹24031 Cr | ₹41714 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 252% |
| Expense Ratio | 0.97 | 0.94 |
| Manager | Anil Bamboli | R Arun |
| ISIN Code | INF179K01343 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.62% | 0.64% |
| 6 Month | 3.02% | 2.99% |
| 1 Year | 6.32% | 6.5% |
| 3 Year | 7.05% | 7.13% |
| 5 Year | 5.84% | 6.06% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.52% | 1.52% |
| 1 Year | 6.03% | 6.12% |
| 3 Year | 6.77% | 6.83% |
| 5 Year | 6.5% | 6.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 6.64% | 6.55% |
| 3 Year | 6.5% | 6.25% |
| 5 Year | 6.43% | 6.82% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.69% | 0.69% |
| Sharp | 2.34% | 2.48% |
| Beta | 0.49% | 0.47% |
| Alpha | 0.32% | 0.43% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Anil Bamboli | R Arun |
| Total AUM | ₹135442 Cr | ₹207055 Cr |
| Funds Managed | 12 | 8 |
| HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 24.9 | 34.01 |
| Large Cap | 61.17 | 51.26 |
| Mid Cap | 12.64 | 18.02 |
| Small Cap | 1.28 | 2.72 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 21.79 | 31.13 |
| Energy | 4.83 | 4.15 |
| Industrials | 6.31 | 6.77 |
| Technology | 2.85 | 4.72 |
| Basic Materials | 10.77 | 8.86 |
| Healthcare | 3 | 4.29 |
| Consumer Defensive | 4.72 | 4.41 |
| Financial Services | 27.29 | 26.13 |
| Consumer Cyclical | 10.48 | 7.12 |
| Utilities | 2.54 | 2.67 |
| Communication Services | 4.03 | 4.01 |
| Real Estate | 1.38 | 1.75 |
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