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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 | 0.49% | 0.47% |
| 6 Month | 3.28% | 3.22% |
| 1 Year | 7.26% | 7.19% |
| 3 Year | 6.55% | 6.7% |
| 5 Year | 5.28% | 5.38% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.62% | 1.61% |
| 1 Year | 7.03% | 6.95% |
| 3 Year | 7.24% | 7.26% |
| 5 Year | 6.29% | 6.42% |
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 |
| Fund Manage | 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 | 100.83613 | 101.83599 |
| Large Cap | 58.76485 | 54.76265 |
| Small Cap | 2.39479 | 2.45257 |
| Mid Cap | 11.09731 | 13.45472 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 100.20481 | 101.49155 |
| Energy | 8.81644 | 7.33904 |
| Utilities | 3.49091 | 3.147 |
| Industrials | 5.15784 | 6.35291 |
| Technology | 4.11031 | 4.81945 |
| Basic Materials | 9.04103 | 6.77174 |
| Healthcare | 2.43483 | 2.71737 |
| Consumer Defensive | 2.16225 | 3.78342 |
| Financial Services | 24.84613 | 22.14159 |
| Consumer Cyclical | 8.26231 | 8.09378 |
| Real Estate | 2.32235 | 1.94123 |
| Communication Services | 2.24387 | 3.90685 |
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