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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) | ₹24031 Cr | ₹10465 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 | 0.63% | 0.64% |
| 6 Month | 2.96% | 2.98% |
| 1 Year | 6.31% | 6.49% |
| 3 Year | 7.05% | 7.12% |
| 5 Year | 5.84% | 5.9% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.52% | 1.54% |
| 1 Year | 6.03% | 6.15% |
| 3 Year | 6.77% | 6.88% |
| 5 Year | 6.5% | 6.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.79% |
| 3 Year | 6.5% | 6.71% |
| 5 Year | 6.43% | 6.93% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.69% | 0.68% |
| Sharp | 2.34% | 2.46% |
| Beta | 0.49% | 0.5% |
| Alpha | 0.32% | 0.36% |
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 | 24.9 | 23.36 |
| Large Cap | 61.17 | 53.44 |
| Mid Cap | 12.64 | 18.7 |
| Small Cap | 1.28 | 4.5 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.79 | 21.6 |
| Energy | 4.83 | 3.82 |
| Industrials | 6.31 | 5.8 |
| Technology | 2.85 | 3.08 |
| Basic Materials | 10.77 | 8.66 |
| Healthcare | 3 | 4.76 |
| Consumer Defensive | 4.72 | 5.68 |
| Financial Services | 27.29 | 30.13 |
| Consumer Cyclical | 10.48 | 9.49 |
| Utilities | 2.54 | 1.51 |
| Communication Services | 4.03 | 3.54 |
| Real Estate | 1.38 | 1.91 |
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