- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹21068 Cr | ₹15922 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 487.73% |
| Expense Ratio | 0.97 | 1.08 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01343 | INF277K015Q7 |
| 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 | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.47% | 0.49% |
| 6 Month | 3.26% | 3.35% |
| 1 Year | 6.86% | 6.85% |
| 3 Year | 7.03% | 6.93% |
| 5 Year | 5.58% | 5.56% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.61% | 1.65% |
| 1 Year | 6.74% | 6.82% |
| 3 Year | 7.2% | 7.13% |
| 5 Year | 6.47% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.64% | 5.38% |
| 3 Year | 6.43% | 4.87% |
| 5 Year | 6.53% | 5.36% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.49% |
| Sharp | 0.29% | 0.12% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Sailesh Jain |
| Total AUM | ₹135442 Cr | ₹17041 Cr |
| Funds Managed | 12 | 7 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.65 | 37.85 |
| Large Cap | 60.09 | 42.3 |
| Small Cap | 2.04 | 4.09 |
| Mid Cap | 13.22 | 15.77 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 22.71 | 33.72 |
| Energy | 5.54 | 5.83 |
| Utilities | 4.47 | 4 |
| Industrials | 4.83 | 6.21 |
| Technology | 5.18 | 3.95 |
| Basic Materials | 9.7 | 5.9 |
| Healthcare | 5.87 | 5.61 |
| Consumer Defensive | 4.67 | 5.42 |
| Financial Services | 23.24 | 18.62 |
| Consumer Cyclical | 8.13 | 5.81 |
| Communication Services | 4.67 | 3.3 |
| Real Estate | 1.01 | 1.62 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.89%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.68%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.89%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.65%
ICICI Prudential PSU Equity Fund - Growth
3Y Returns0%
SBI PSU Fund - Regular Plan -Growth
3Y Returns33.21%
ICICI Prudential Large Cap Fund - Growth
3Y Returns19.16%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
