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UTI Arbitrage Fund vs HDFC Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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