Tata Gold ETF Fund of Fund vs HDFC Dynamic PE Ratio Fund of Funds compare
HDFC Income Plus Arbitrage Active FOF - Growth
Tata Gold ETF Fund of Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| Fund | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹2356 Cr | ₹682 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2012 | 19 Jan 2024 |
| Category | Domestic FoF | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | Domestic Price of Gold |
| Turn Over | 0.0% | % |
| Expense Ratio | 1 | 0.7 |
| Manager | Anil Bamboli | Tapan Patel |
| ISIN Code | INF179KA1SF8 | INF277KA1901 |
| Exits Load | HDFC Dynamic PE Ratio Fund of Funds - Plan A - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Gold ETF Fund of Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.24% | 7.33% |
| 6 Month | 2.15% | 43.05% |
| 1 Year | 2.78% | 74.57% |
| 3 Year | 11.91% | - |
| 5 Year | 12.45% | - |
SIP Return Analysis
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.03% | 19.9% |
| 1 Year | 5.26% | 80.14% |
| 3 Year | 7.56% | - |
| 5 Year | 10.27% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| 1 Year | 9% | 35.34% |
| 3 Year | 11.53% | - |
| 5 Year | 10.57% | - |
Risk Management
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.55% | - |
| Sharp | 1.37% | - |
| Beta | 0.48% | - |
| Alpha | 5.2% | - |
Fund Managers
| Scheme Name | HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| Name | Anil Bamboli | Tapan Patel |
| Total AUM | ₹135442 Cr | ₹0 Cr |
| Funds Managed | 12 | 5 |
| HDFC Income Plus Arbitrage Active FOF - Growth | Tata Gold ETF Fund of Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC Income Plus Arbitrage Active FOF - Growth |
Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Income Plus Arbitrage Active FOF - Growth |
Tata Gold ETF Fund of Fund - Regular (G) |
|---|---|---|
| Others | 100 | 100 |
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