Edelweiss 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 Edelweiss 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 Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Fund HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹13061 Cr ₹11702 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 10 Oct 2007 05 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 266.28% 370%
Expense Ratio 0.93 1.09
Manager Anil Bamboli Dhawal Dalal
ISIN Code INF179K01343 INF754K01EF3
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month 0.58% 0.57%
6 Month 3.63% 3.6%
1 Year 7.71% 7.69%
3 Year 5.83% 5.96%
5 Year 5.13% 5.36%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month - -
1 Year 3.71% 3.73%
3 Year 10.31% 10.39%
5 Year 15.16% 15.54%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 4.55% 4.74%
3 Year 11.86% 12.21%
5 Year 15.32% 15.71%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.69% 0.68%
Sharp -1.29% -1.15%
Beta 0.87% 0.82%
Alpha -0.33% -0.23%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Name Anil Bamboli Dhawal Dalal
Total AUM ₹135442 Cr ₹25974 Cr
Fund Manage 12 12
HDFC Arbitrage Fund - Wholesale Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Large Cap 46.05 25
Others 4.79 -34.62
Mid Cap 9.03 8.23
Small Cap 2.21 3.06

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Financial 20.22 1.63
Energy 12.3 -0.02
Others 3.02 -
Construction 2.99 0
Metals & Mining 6.73 -0.02
Healthcare 3.07 -1.1102230246252E-16
Services 2.46 0.02
Consumer Staples 3.7 -0.0099999999999997
Capital Goods 1.52 -0.01
Materials 2.45 -1.1102230246252E-16
Communication 0.83 -
Technology 0.61 -0.01
Chemicals 1.34 0.03
Automobile 0.59 2.2204460492503E-16
Diversified 0.17 -
Consumer Discretionary 0.08 0.06

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