- 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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹21352 Cr | ₹8512 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% | 0.54% |
| 6 Month | 3.23% | 3.35% |
| 1 Year | 6.77% | 6.94% |
| 3 Year | 7.04% | 7.05% |
| 5 Year | 5.62% | 5.67% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.55% | 1.58% |
| 1 Year | 6.6% | 6.78% |
| 3 Year | 7.13% | 7.21% |
| 5 Year | 6.47% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.86% |
| 3 Year | 6.45% | 6.68% |
| 5 Year | 6.49% | 6.97% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.40% |
| Sharp | 0.88% | 0.87% |
| 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 | 29.27 | 35.13 |
| Large Cap | 58.5 | 46.83 |
| Small Cap | 1.47 | 2.99 |
| Mid Cap | 10.76 | 15.05 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.43 | 33.66 |
| Energy | 5.03 | 4.74 |
| Utilities | 3.89 | 1.8 |
| Industrials | 4.91 | 4.14 |
| Technology | 4.73 | 4.83 |
| Basic Materials | 7.91 | 6.6 |
| Healthcare | 5.81 | 4.28 |
| Consumer Defensive | 4.98 | 4.8 |
| Financial Services | 22.51 | 25 |
| Consumer Cyclical | 7.68 | 6.55 |
| Real Estate | 1.09 | 0.79 |
| Communication Services | 4.02 | 2.8 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.92%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.99%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.77%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns13.35%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.26%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.98%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.53%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
