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) | ₹20685 Cr | ₹33759 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 | 0.56% | 0.6% |
6 Month | 3.47% | 3.62% |
1 Year | 7.01% | 7.08% |
3 Year | 6.85% | 7% |
5 Year | 5.47% | 5.63% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
6 Month | 1.63% | 1.72% |
1 Year | 6.87% | 7.07% |
3 Year | 7.23% | 7.31% |
5 Year | 6.44% | 6.61% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
1 Year | 6.64% | 6.5% |
3 Year | 6.43% | 6.15% |
5 Year | 6.53% | 6.96% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Standard Deviation | 0.54% | 0.53% |
Sharp | 0.19% | 0.50% |
Beta | - | - |
Alpha | - | - |
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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 | 100.84 | 101.84 |
Large Cap | 58.76 | 54.76 |
Small Cap | 2.39 | 2.45 |
Mid Cap | 11.1 | 13.45 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Others | 100.2 | 101.49 |
Energy | 8.82 | 7.34 |
Utilities | 3.49 | 3.15 |
Industrials | 5.16 | 6.35 |
Technology | 4.11 | 4.82 |
Basic Materials | 9.04 | 6.77 |
Healthcare | 2.43 | 2.72 |
Consumer Defensive | 2.16 | 3.78 |
Financial Services | 24.85 | 22.14 |
Consumer Cyclical | 8.26 | 8.09 |
Real Estate | 2.32 | 1.94 |
Communication Services | 2.24 | 3.91 |
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