SBI Arbitrage Opportunities Fund vs HDFC Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Fund HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹16606 Cr ₹31883 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Oct 2007 03 Nov 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% 252%
Expense Ratio 0.93 0.95
Manager Anil Bamboli R Arun
ISIN Code INF179K01343 INF200K01156
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 SBI Arbitrage Opportunities Fund - Regular Plan - 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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month 0.5% 0.44%
6 Month 3.47% 3.37%
1 Year 7.74% 7.59%
3 Year 6.29% 6.45%
5 Year 5.25% 5.38%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month - -
1 Year 7.3% 7.14%
3 Year 7.09% 7.13%
5 Year 6.09% 6.22%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year 6.56% 6.42%
3 Year 6.43% 6.12%
5 Year 6.78% 7%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation 0.69% 0.69%
Sharp -1.29% -0.86%
Beta 0.87% 0.78%
Alpha -0.33% -0.07%

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Name Anil Bamboli R Arun
Total AUM ₹135442 Cr ₹207055 Cr
Fund Manage 12 8
HDFC Arbitrage Fund - Wholesale Growth Option SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others 4.79 -42.89
Large Cap 46.05 56.2
Mid Cap 9.03 13.49
Small Cap 2.21 1.56

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others 3.02 -42.89
Energy 12.3 -
Technology 0.61 -
Materials 2.45 -
Consumer Staples 3.7 -
Construction 2.99 0.84
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 - 6.12
Electrical Equipment - 1.2
IT - Software - 7.62
Cement & Cement Products - 1.2
Pharmaceuticals & Biotechnology - 3.29
IT - Services - 0.25
Personal Products - 0.55
Ferrous Metals - 1.66
Finance - 5.14
Consumer Durables - 1.48
Capital Markets - 0.79
Banks - 11.59
Diversified FMCG - 1.3
Non - Ferrous Metals - 0.69
Agricultural, Commercial & Construction Vehicles - 0.24
Chemicals & Petrochemicals - 0.71
Leisure Services - 0.34
Automobiles - 5.26
Aerospace & Defense - 2.78
Fertilizers & Agrochemicals - 0.74
Realty - 2.04
Transport Services - 0.89
Healthcare Services - 0.35
Telecom - Services - 2.63
Insurance - 0.41
Gas - 0.32
Agricultural Food & other Products - 0.46
Diversified Metals - 1.51
Oil - 0.56
Food Products - 0.54
Power - 1.92
Industrial Products - 0.27
Auto Components - 0.9
Metals & Minerals Trading - 1.68
Consumable Fuels - 0.32
Minerals & Mining - 0.54
Retailing - 0.57
Beverages - 0.5
Transport Infrastructure - 1.05

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