SBI Arbitrage Opportunities Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
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 Risk | Low Risk |
Asset Size (Cr) | ₹17654 Cr | ₹32169 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 | 0.97 | 0.94 |
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 | 0.6% | 0.6% |
6 Month | 3.52% | 3.49% |
1 Year | 7.32% | 7.24% |
3 Year | 6.47% | 6.63% |
5 Year | 5.28% | 5.41% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
6 Month | - | - |
1 Year | 7.11% | 7.04% |
3 Year | 7.15% | 7.19% |
5 Year | 6.2% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
1 Year | 6.6% | 6.45% |
3 Year | 6.41% | 6.13% |
5 Year | 6.66% | 6.98% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Standard Deviation | 0.61% | 0.605% |
Sharp | 0.061% | 0.4% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.69%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns15.6%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns12.35%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.38%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns14.38%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.26%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7%