- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Arbitrage Fund vs Tata Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹17654 Cr | ₹12921 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 487.73% |
| Expense Ratio | 0.97 | 1.08 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01343 | INF277K015Q7 |
| 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 | Tata Arbitrage Fund - 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.77% | 0.8% |
| 6 Month | 3.5% | 3.5% |
| 1 Year | 7.21% | 7.08% |
| 3 Year | 6.76% | 6.62% |
| 5 Year | 5.4% | 5.47% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.87% | 1.88% |
| 1 Year | 7.33% | 7.28% |
| 3 Year | 7.35% | 7.23% |
| 5 Year | 6.41% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.6% | 5.21% |
| 3 Year | 6.41% | 4.79% |
| 5 Year | 6.66% | 5.34% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.607% | 0.592% |
| Sharp | -0.076% | -0.416% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Sailesh Jain |
| Total AUM | ₹135442 Cr | ₹17041 Cr |
| Funds Managed | 12 | 7 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.84 | 101.54 |
| Large Cap | 58.76 | 46.75 |
| Small Cap | 2.39 | 2.95 |
| Mid Cap | 11.1 | 15.2 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.2 | 100.82 |
| Energy | 8.82 | 7.06 |
| Utilities | 3.49 | 3.52 |
| Industrials | 5.16 | 6.06 |
| Technology | 4.11 | 2.15 |
| Basic Materials | 9.04 | 8.71 |
| Healthcare | 2.43 | 1.77 |
| Consumer Defensive | 2.16 | 3.15 |
| Financial Services | 24.85 | 19.96 |
| Consumer Cyclical | 8.26 | 8.77 |
| Real Estate | 2.32 | 1.53 |
| Communication Services | 2.24 | 2.93 |
Top Comparisons
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns11.03%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns10.99%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns14.22%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns8.44%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns6.97%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.32%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.95%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.92%
