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 Low Low
Asset Size (Cr) ₹13061 Cr ₹5237 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 10 Oct 2007 20 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 1.01
Manager Anil Bamboli Devang Shah
ISIN Code INF179K01343 INF846K01QC8
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 Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.63% 3.65%
1 Year 7.71% 7.61%
3 Year 5.83% 5.86%
5 Year 5.13% 5.19%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.71% 3.68%
3 Year 10.31% 10.1%
5 Year 15.16% 15.06%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.55% 4.59%
3 Year 11.86% 11.86%
5 Year 15.32% 15.25%

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 26.31
Large Cap 46.05 38.5
Mid Cap 9.03 7.49
Small Cap 2.21 1.58

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 3.02 72.33
Energy 12.3 -0.050000000000002
Technology 0.61 -
Materials 2.45 -0.0099999999999998
Consumer Staples 3.7 0.01
Construction 2.99 0.07
Metals & Mining 6.73 -0.06
Financial 20.22 1.65
Automobile 0.59 -0.01
Healthcare 3.07 -0.02
Services 2.46 1.0408340855861E-17
Chemicals 1.34 -5.5511151231258E-17
Capital Goods 1.52 -0.02
Communication 0.83 -0.01
Consumer Discretionary 0.08 0
Diversified 0.17 0

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