UTI Arbitrage Fund vs HDFC Arbitrage Fund compare

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HDFC Arbitrage Fund - Wholesale Growth Option

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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)	₹23009 Cr	₹10106 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

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month	0.49%	0.48%
6 Month	2.88%	2.91%
1 Year	6.29%	6.49%
3 Year	7.15%	7.21%
5 Year	5.77%	5.83%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month	1.4%	1.42%
1 Year	5.89%	6.04%
3 Year	6.79%	6.9%
5 Year	6.46%	6.52%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year	6.65%	6.83%
3 Year	6.48%	6.7%
5 Year	6.45%	6.94%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation	0.39%	0.68%
Sharp	0.92%	2.7%
Beta	-	0.49%
Alpha	-	0.47%

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

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	23.78	20.86
Large Cap	60.53	-0.4
Mid Cap	13.42	-0.07
Small Cap	2.27	-0.01

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	22.57	20.86
Energy	5.29	-
Industrials	6.05	-
Technology	4.16	-
Basic Materials	9.76	-
Healthcare	3.2	-
Consumer Defensive	4.75	-
Financial Services	27.03	-
Consumer Cyclical	8.87	-
Real Estate	1.4	-
Utilities	3.12	-
Communication Services	3.81	-
Petroleum Products	-	-0.02
Cement & Cement Products	-	-0.02
Pharmaceuticals & Biotechnology	-	-0.02
Personal Products	-	0
Construction	-	0
Ferrous Metals	-	-0.02
Finance	-	-0.03
Capital Markets	-	0
Healthcare Services	-	-0.01
Banks	-	-0.15
Diversified FMCG	-	-0.02
Non - Ferrous Metals	-	-0.02
Electrical Equipment	-	0
Leisure Services	-	0
Automobiles	-	-0.02
Aerospace & Defense	-	-0.02
Auto Components	-	0
Insurance	-	0
Power	-	-0.01
Telecom - Services	-	-0.02
Gas	-	0
IT - Services	-	0
Transport Services	-	0
Consumer Durables	-	-0.02
Agricultural Food & other Products	-	-0.01
Industrial Products	-	0
Beverages	-	-0.02
Diversified Metals	-	0
Realty	-	-0.01
Food Products	-	-0.01
Industrial Manufacturing	-	0
IT - Software	-	-0.01
Chemicals & Petrochemicals	-	0
Financial Technology (Fintech)	-	0
Metals & Minerals Trading	-	0
Minerals & Mining	-	0
Fertilizers & Agrochemicals	-	0
Retailing	-	-0.02
Transport Infrastructure	-	0