HDFC Arbitrage Fund vs UTI Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High Risk | Low Risk |
Asset Size (Cr) | ₹17654 Cr | ₹6518 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 29 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 | 0.97 | 0.74 |
Manager | Anil Bamboli | Deepesh Agarwal |
ISIN Code | INF179K01343 | INF789FB1RJ0 |
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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.6% | 0.62% |
6 Month | 3.52% | 3.56% |
1 Year | 7.32% | 7.4% |
3 Year | 6.47% | 6.43% |
5 Year | 5.28% | 5.44% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.11% | 7.2% |
3 Year | 7.15% | 7.16% |
5 Year | 6.2% | 6.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.6% | 6.72% |
3 Year | 6.41% | 6.66% |
5 Year | 6.66% | 7.02% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.61% | 0.622% |
Sharp | 0.061% | -0.037% |
Beta | - | - |
Alpha | - | - |
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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 | 30.97 |
Large Cap | 46.05 | -0.33 |
Mid Cap | 9.03 | -0.11 |
Small Cap | 2.21 | 0 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.02 | 30.89 |
Energy | 12.3 | - |
Technology | 0.61 | - |
Materials | 2.45 | - |
Consumer Staples | 3.7 | - |
Construction | 2.99 | 0 |
Metals & Mining | 6.73 | - |
Financial | 20.22 | - |
Automobile | 0.59 | - |
Healthcare | 3.07 | - |
Services | 2.46 | - |
Chemicals | 1.34 | - |
Capital Goods | 1.52 | - |
Communication | 0.83 | - |
Consumer Discretionary | 0.08 | - |
Diversified | 0.17 | - |
Petroleum Products | - | -0.02 |
Electrical Equipment | - | -0.01 |
Industrial Products | - | 0 |
IT - Software | - | -0.05 |
Pharmaceuticals & Biotechnology | - | 0.05 |
Ferrous Metals | - | -0.0099999999999999 |
Finance | - | -0.02 |
Banks | - | -0.099999999999999 |
Diversified FMCG | - | 0 |
Non - Ferrous Metals | - | 0 |
Agricultural, Commercial & Construction Vehicles | - | 0 |
Cement & Cement Products | - | -0.03 |
Chemicals & Petrochemicals | - | 0 |
Leisure Services | - | 0 |
Automobiles | - | -0.04 |
Aerospace & Defense | - | -0.01 |
Realty | - | -0.02 |
Personal Products | - | 0 |
Transport Services | - | 0 |
Telecom - Services | - | -0.02 |
Insurance | - | 0 |
Capital Markets | - | 0 |
Gas | - | 0 |
Consumer Durables | - | -0.01 |
Agricultural Food & other Products | - | 0 |
Diversified Metals | - | -0.01 |
Oil | - | 0 |
Food Products | - | -0.01 |
Power | - | 0 |
Auto Components | - | 0 |
Metals & Minerals Trading | - | -0.0099999999999999 |
Healthcare Services | - | 0 |
Consumable Fuels | - | 0 |
Minerals & Mining | - | -0.01 |
Fertilizers & Agrochemicals | - | -0.01 |
Retailing | - | -0.01 |
Transport Infrastructure | - | -0.01 |
Beverages | - | 0 |
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