ITI Arbitrage Fund Regular vs HDFC Arbitrage Fund compare

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tortoise-icon ITI Arbitrage Fund Regular - Growth

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Fund ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹31 Cr ₹13061 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Sep 2019 10 Oct 2007
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 266.28%
Expense Ratio 0.93 0.93
Manager Vikrant Mehta Anil Bamboli
ISIN Code INF00XX01416 INF179K01343
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Month 0.58% 0.58%
6 Month 3.51% 3.63%
1 Year 7.39% 7.71%
3 Year 4.78% 5.83%
5 Year - 5.13%

SIP Return Analysis

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month - -
1 Year 3.62% 3.71%
3 Year 8.94% 10.31%
5 Year 12.08% 15.16%

Rolling Lumpsum Returns

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Year 2.77% 6.55%
3 Year 3.42% 6.43%
5 Year 4.18% 6.78%

Risk Management

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation 0.79% 0.69%
Sharp -2.38% -1.29%
Beta 0.98% 0.87%
Alpha -1.27% -0.33%

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Fund Managers

Scheme Name ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Name Vikrant Mehta Anil Bamboli
Total AUM ₹698 Cr ₹135442 Cr
Fund Manage 8 12
ITI Arbitrage Fund Regular - Growth HDFC Arbitrage Fund - Wholesale Growth Option

Market Cap

Scheme Name

ITI Arbitrage Fund Regular - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 26.8 4.79
Large Cap 46.51 46.05
Mid Cap 13.22 9.03
Small Cap 9.1 2.21

Sector Allocation

Scheme Name

ITI Arbitrage Fund Regular - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 26.8 3.02
Petroleum Products 4.52 -
Construction 3.25 2.99
Finance 6 -
Banks 16.96 -
Pharmaceuticals & Biotechnology 3.32 -
Aerospace & Defense 8.88 -
Ferrous Metals 0.38 -
Insurance 2.22 -
Diversified FMCG 2.62 -
Diversified Metals 3.02 -
Agricultural, Commercial & Construction Vehicles 3.88 -
Consumer Durables 4.62 -
Telecom - Services 5.74 -
Transport Infrastructure 3.42 -
Energy - 12.3
Technology - 0.61
Materials - 2.45
Consumer Staples - 3.7
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

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