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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) | ₹21984 Cr | ₹19150 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 | 0.52% | 0.5% |
| 6 Month | 2.72% | 2.74% |
| 1 Year | 6.42% | 6.46% |
| 3 Year | 7.04% | 6.95% |
| 5 Year | 5.66% | 5.61% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.44% | 1.42% |
| 1 Year | 6.12% | 6.16% |
| 3 Year | 6.92% | 6.86% |
| 5 Year | 6.46% | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.67% | 5.67% |
| 3 Year | 6.46% | 4.95% |
| 5 Year | 6.47% | 5.39% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.39% |
| Sharp | 0.73% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.88 | 34.63 |
| Large Cap | 58.43 | 40.57 |
| Mid Cap | 12.75 | 20.91 |
| Small Cap | 1.94 | 3.89 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 25.45 | 32.16 |
| Energy | 5.86 | 6.12 |
| Industrials | 5.39 | 4.84 |
| Technology | 3.85 | 3.18 |
| Healthcare | 3.54 | 3.61 |
| Consumer Defensive | 4.3 | 5.38 |
| Basic Materials | 8.73 | 6.37 |
| Financial Services | 25.87 | 23.2 |
| Consumer Cyclical | 8.56 | 6.05 |
| Real Estate | 1.32 | 2.18 |
| Utilities | 3.37 | 3.71 |
| Communication Services | 3.77 | 3.2 |
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