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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) | ₹23551 Cr | ₹41083 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 | 0.43% | 0.46% |
| 6 Month | 2.74% | 2.77% |
| 1 Year | 6.36% | 6.53% |
| 3 Year | 7.07% | 7.17% |
| 5 Year | 5.76% | 5.98% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.42% | 1.41% |
| 1 Year | 5.86% | 5.99% |
| 3 Year | 6.77% | 6.83% |
| 5 Year | 6.45% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 6.65% | 6.56% |
| 3 Year | 6.48% | 6.24% |
| 5 Year | 6.45% | 6.89% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.37% | 0.69% |
| Sharp | 1.16% | 2.75% |
| Beta | - | 0.46% |
| Alpha | - | 0.57% |
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 | 23.78 | 25.29 |
| Large Cap | 60.53 | 53.14 |
| Mid Cap | 13.42 | 18.48 |
| Small Cap | 2.27 | 3.1 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 22.57 | 23.68 |
| Energy | 5.29 | 5.83 |
| Industrials | 6.05 | 7.24 |
| Technology | 4.16 | 6.25 |
| Basic Materials | 9.76 | 7.07 |
| Healthcare | 3.2 | 3.96 |
| Consumer Defensive | 4.75 | 4.95 |
| Financial Services | 27.03 | 27.65 |
| Consumer Cyclical | 8.87 | 5.59 |
| Real Estate | 1.4 | 1.61 |
| Utilities | 3.12 | 2.8 |
| Communication Services | 3.81 | 3.36 |
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