HDFC Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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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 UTI Arbitrage Fund - Regular Plan - Growth Option
Fund HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹13061 Cr ₹5521 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Oct 2007 22 Jun 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% 1110%
Expense Ratio 0.93 0.9
Manager Anil Bamboli Deepesh Agarwal
ISIN Code INF179K01343 INF789FB1RJ0
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 UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.58% 0.59%
6 Month 3.63% 3.65%
1 Year 7.71% 7.73%
3 Year 5.83% 5.83%
5 Year 5.13% 5.27%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.71% 3.73%
3 Year 10.31% 10.27%
5 Year 15.16% 15.31%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 4.55% 4.67%
3 Year 11.86% 12%
5 Year 15.32% 15.47%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.69% 0.68%
Sharp -1.29% -1.31%
Beta 0.87% 0.87%
Alpha -0.33% -0.33%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Name Anil Bamboli Deepesh Agarwal
Total AUM ₹135442 Cr ₹35015 Cr
Fund Manage 12 9
HDFC Arbitrage Fund - Wholesale Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 4.79 16.28
Large Cap 46.05 46.86
Mid Cap 9.03 15.07
Small Cap 2.21 3.53

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 3.02 76.69
Energy 12.3 2.65
Technology 0.61 -0.0099999999999999
Materials 2.45 -0.030000000000001
Consumer Staples 3.7 0.08
Construction 2.99 -0.01
Metals & Mining 6.73 -0.08
Financial 20.22 1.69
Automobile 0.59 -0.030000000000001
Healthcare 3.07 -0.040000000000001
Services 2.46 0.9
Chemicals 1.34 0.03
Capital Goods 1.52 -0.04
Communication 0.83 -0.050000000000001
Consumer Discretionary 0.08 -0.01
Diversified 0.17 0

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