Bajaj Finserv Arbitrage Fund Regular vs HDFC Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Very High |
Asset Size (Cr) | ₹951 Cr | ₹17654 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 15 Sep 2023 | 23 Oct 2007 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 266.28% |
Expense Ratio | 0.95 | 0.97 |
Manager | Siddharth Chaudhary | Anil Bamboli |
ISIN Code | INF0QA701490 | INF179K01343 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Month | 0.59% | 0.62% |
6 Month | 3.31% | 3.55% |
1 Year | 6.64% | 7.26% |
3 Year | - | 6.63% |
5 Year | - | 5.32% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.97% | 2.09% |
1 Year | 6.76% | 7.3% |
3 Year | - | 7.3% |
5 Year | - | 6.34% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Year | 6.8% | 6.6% |
3 Year | - | 6.41% |
5 Year | - | 6.66% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Standard Deviation | - | 0.607% |
Sharp | - | -0.076% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Anil Bamboli |
Total AUM | ₹7136 Cr | ₹135442 Cr |
Funds Managed | 8 | 12 |
Bajaj Finserv Arbitrage Fund Regular - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 27.37 | 100.84 |
Large Cap | 58.2 | 58.76 |
Small Cap | 2.57 | 2.39 |
Mid Cap | 11.86 | 11.1 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 27.03 | 100.2 |
Energy | 9.44 | 8.82 |
Utilities | 5.05 | 3.49 |
Industrials | 6.42 | 5.16 |
Technology | 2.47 | 4.11 |
Basic Materials | 5.28 | 9.04 |
Healthcare | 1.96 | 2.43 |
Consumer Defensive | 1.5 | 2.16 |
Financial Services | 29.56 | 24.85 |
Consumer Cyclical | 5.92 | 8.26 |
Communication Services | 4.48 | 2.24 |
Real Estate | 0.88 | 2.32 |
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