Tata Arbitrage Fund vs HDFC Arbitrage Fund compare

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HDFC Arbitrage Fund - Wholesale Growth Option

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Tata Arbitrage Fund-Regular Plan-Growth

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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	Tata Arbitrage Fund-Regular Plan-Growth
Fund	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Low
Asset Size (Cr)	₹17654 Cr	₹12921 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹150
Min Addl Investment	₹100	₹1000
Launch Date	23 Oct 2007	18 Dec 2018
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	266.28%	487.73%
Expense Ratio	0.97	1.08
Manager	Anil Bamboli	Sailesh Jain
ISIN Code	INF179K01343	INF277K015Q7
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	Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
1 Month	0.54%	0.53%
6 Month	3.37%	3.31%
1 Year	7.34%	7.15%
3 Year	6.58%	6.43%
5 Year	5.29%	5.43%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
6 Month	1.62%	1.56%
1 Year	7.03%	6.83%
3 Year	7.24%	7.07%
5 Year	6.29%	6.18%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
1 Year	6.6%	5.21%
3 Year	6.41%	4.79%
5 Year	6.66%	5.34%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation	0.607%	0.592%
Sharp	-0.076%	-0.416%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Name	Anil Bamboli	Sailesh Jain
Total AUM	₹135442 Cr	₹17041 Cr
Funds Managed	12	7
	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Others	100.84	101.54
Large Cap	58.76	46.75
Small Cap	2.39	2.95
Mid Cap	11.1	15.2

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Others	100.2	100.82
Energy	8.82	7.06
Utilities	3.49	3.52
Industrials	5.16	6.06
Technology	4.11	2.15
Basic Materials	9.04	8.71
Healthcare	2.43	1.77
Consumer Defensive	2.16	3.15
Financial Services	24.85	19.96
Consumer Cyclical	8.26	8.77
Real Estate	2.32	1.53
Communication Services	2.24	2.93