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HDFC Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹17654 Cr | ₹32169 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 252% |
| Expense Ratio | 0.97 | 0.94 |
| Manager | Anil Bamboli | R Arun |
| ISIN Code | INF179K01343 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.92% | 0.93% |
| 6 Month | 3.69% | 3.71% |
| 1 Year | 7.33% | 7.3% |
| 3 Year | 6.75% | 6.88% |
| 5 Year | 5.46% | 5.54% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.74% | 1.79% |
| 1 Year | 7.1% | 7.13% |
| 3 Year | 7.28% | 7.33% |
| 5 Year | 6.36% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 6.6% | 6.45% |
| 3 Year | 6.41% | 6.13% |
| 5 Year | 6.66% | 6.98% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.607% | 0.607% |
| Sharp | -0.076% | 0.218% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Anil Bamboli | R Arun |
| Total AUM | ₹135442 Cr | ₹207055 Cr |
| Funds Managed | 12 | 8 |
| HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 100.84 | 101.84 |
| Large Cap | 58.76 | 54.76 |
| Small Cap | 2.39 | 2.45 |
| Mid Cap | 11.1 | 13.45 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 100.2 | 101.49 |
| Energy | 8.82 | 7.34 |
| Utilities | 3.49 | 3.15 |
| Industrials | 5.16 | 6.35 |
| Technology | 4.11 | 4.82 |
| Basic Materials | 9.04 | 6.77 |
| Healthcare | 2.43 | 2.72 |
| Consumer Defensive | 2.16 | 3.78 |
| Financial Services | 24.85 | 22.14 |
| Consumer Cyclical | 8.26 | 8.09 |
| Real Estate | 2.32 | 1.94 |
| Communication Services | 2.24 | 3.91 |
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