HDFC Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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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 Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Fund HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹13061 Cr ₹12045 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 10 Oct 2007 24 Jul 2009
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 266.28% 1085%
Expense Ratio 0.93 1.03
Manager Anil Bamboli Pranav Gupta
ISIN Code INF179K01343 INF209K01264
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.63% 3.56%
1 Year 7.71% 7.56%
3 Year 5.83% 5.77%
5 Year 5.13% 5.2%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.71% 3.64%
3 Year 10.31% 10.13%
5 Year 15.16% 15.11%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Year 4.55% 4.61%
3 Year 11.86% 11.88%
5 Year 15.32% 15.3%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.66%
Sharp -1.29% -1.41%
Beta 0.87% 0.83%
Alpha -0.33% -0.41%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Name Anil Bamboli Pranav Gupta
Total AUM ₹135442 Cr ₹10003 Cr
Fund Manage 12 9
HDFC Arbitrage Fund - Wholesale Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Others 4.79 -45.43
Large Cap 46.05 35.12
Mid Cap 9.03 7.88
Small Cap 2.21 2.28

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Others 3.02 -
Energy 12.3 -0.049999999999999
Technology 0.61 -0.0099999999999999
Materials 2.45 0.03
Consumer Staples 3.7 0
Construction 2.99 -0.01
Metals & Mining 6.73 -0.06
Financial 20.22 -0.080000000000001
Automobile 0.59 -0.0099999999999997
Healthcare 3.07 0.01
Services 2.46 0.05
Chemicals 1.34 0
Capital Goods 1.52 -0.02
Communication 0.83 -
Consumer Discretionary 0.08 -
Diversified 0.17 0

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