UTI Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹21771 Cr | ₹9149 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 29 Jun 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% | 1110% |
Expense Ratio | 0.97 | 0.74 |
Manager | Anil Bamboli | Deepesh Agarwal |
ISIN Code | INF179K01343 | INF789FB1RJ0 |
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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.59% | 0.61% |
6 Month | 2.8% | 2.88% |
1 Year | 6.58% | 6.77% |
3 Year | 7.06% | 7.11% |
5 Year | 5.69% | 5.74% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.45% | 1.47% |
1 Year | 6.16% | 6.36% |
3 Year | 6.95% | 7.06% |
5 Year | 6.46% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.67% | 6.86% |
3 Year | 6.46% | 6.69% |
5 Year | 6.47% | 6.96% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.40% | 0.41% |
Sharp | 0.73% | 0.79% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Deepesh Agarwal |
Total AUM | ₹135442 Cr | ₹35015 Cr |
Funds Managed | 12 | 9 |
HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.88 | 21.57 |
Large Cap | 58.43 | 54.1 |
Mid Cap | 12.75 | 20.86 |
Small Cap | 1.94 | 3.48 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.45 | 20.38 |
Energy | 5.86 | 5 |
Industrials | 5.39 | 5.25 |
Technology | 3.85 | 4.27 |
Healthcare | 3.54 | 4.02 |
Consumer Defensive | 4.3 | 5.05 |
Basic Materials | 8.73 | 8.05 |
Financial Services | 25.87 | 31.03 |
Consumer Cyclical | 8.56 | 9.56 |
Real Estate | 1.32 | 1.54 |
Utilities | 3.37 | 2.09 |
Communication Services | 3.77 | 3.74 |
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