LIC MF Arbitrage Fund Regular vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹17654 Cr | ₹353 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 25 Jan 2019 |
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 | 0.97 | 0.99 |
Manager | Anil Bamboli | Pratik Harish Shroff |
ISIN Code | INF179K01343 | INF767K01PL9 |
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 | LIC MF 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 | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.65% | 0.6% |
6 Month | 3.61% | 3.4% |
1 Year | 7.38% | 6.91% |
3 Year | 6.66% | 6.23% |
5 Year | 5.33% | 4.94% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 2.09% | 1.98% |
1 Year | 7.3% | 6.89% |
3 Year | 7.3% | 6.81% |
5 Year | 6.34% | 5.92% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.6% | 4.29% |
3 Year | 6.41% | 4.13% |
5 Year | 6.66% | 4.79% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.607% | 0.66% |
Sharp | -0.076% | -0.67% |
Beta | - | 0.71% |
Alpha | - | -0.6% |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | Anil Bamboli | Pratik Harish Shroff |
Total AUM | ₹135442 Cr | ₹2586 Cr |
Funds Managed | 12 | 10 |
HDFC Arbitrage Fund - Wholesale Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 100.84 | 33.96 |
Large Cap | 58.76 | 52.33 |
Small Cap | 2.39 | 2.89 |
Mid Cap | 11.1 | 10.83 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 100.2 | 33.96 |
Energy | 8.82 | 8.2 |
Utilities | 3.49 | 4.17 |
Industrials | 5.16 | 5.73 |
Technology | 4.11 | 3.11 |
Basic Materials | 9.04 | 3.74 |
Healthcare | 2.43 | 0.93 |
Consumer Defensive | 2.16 | 2.12 |
Financial Services | 24.85 | 26.43 |
Consumer Cyclical | 8.26 | 8.44 |
Real Estate | 2.32 | 1.53 |
Communication Services | 2.24 | 1.64 |
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