HDFC Arbitrage Fund vs Axis Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon Axis 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 Axis Arbitrage Fund - Regular Plan - Growth
Fund HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹16606 Cr ₹5515 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 23 Oct 2007 14 Aug 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% 64.15%
Expense Ratio 0.93 1
Manager Anil Bamboli Devang Shah
ISIN Code INF179K01343 INF846K01QC8
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 Axis 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 Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.54% 0.5%
6 Month 3.5% 3.37%
1 Year 7.72% 7.6%
3 Year 6.29% 6.2%
5 Year 5.24% 5.28%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.3% 7.13%
3 Year 7.09% 6.9%
5 Year 6.09% 6.01%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.56% 5.99%
3 Year 6.43% 5.56%
5 Year 6.78% 5.17%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.66%
Sharp -1.29% -1.31%
Beta 0.87% 0.8%
Alpha -0.33% -0.34%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Name Anil Bamboli Devang Shah
Total AUM ₹135442 Cr ₹60014 Cr
Fund Manage 12 15
HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 4.79 -41.16
Large Cap 46.05 47.17
Mid Cap 9.03 18.9
Small Cap 2.21 4.29

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 3.02 -41.16
Energy 12.3 -
Technology 0.61 -
Materials 2.45 -
Consumer Staples 3.7 -
Construction 2.99 1.66
Metals & Mining 6.73 -
Financial 20.22 -
Automobile 0.59 -
Healthcare 3.07 -
Services 2.46 -
Chemicals 1.34 -
Capital Goods 1.52 -
Communication 0.83 -
Consumer Discretionary 0.08 -
Diversified 0.17 -
Petroleum Products - 5.19
Electrical Equipment - 0.48
Industrial Products - 1.04
IT - Software - 5.27
Pharmaceuticals & Biotechnology - 2.88
Personal Products - 0.32
Ferrous Metals - 1.56
Finance - 5.33
Capital Markets - 1.5
Banks - 13.77
Diversified FMCG - 1.08
Non - Ferrous Metals - 1.84
Agricultural, Commercial & Construction Vehicles - 0.42
Cement & Cement Products - 1.98
Chemicals & Petrochemicals - 1.22
Leisure Services - 0.75
Automobiles - 2.74
Aerospace & Defense - 2.48
Fertilizers & Agrochemicals - 0.81
Realty - 2.31
Transport Services - 0.4
Telecom - Services - 3.02
Insurance - 0.28
Gas - 0.02
Consumer Durables - 1
Entertainment - 0.02
Agricultural Food & other Products - 0.37
Diversified Metals - 1.95
Food Products - 0.15
Power - 3.94
Auto Components - 0.61
Healthcare Services - 0.18
Consumable Fuels - 0.01
Minerals & Mining - 0.72
Retailing - 0.84
Beverages - 0.1
Transport Infrastructure - 2.12

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