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UTI Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Low Risk |
| Asset Size (Cr) | ₹17654 Cr | ₹6518 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 29 Jun 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% | 1110% |
| Expense Ratio | 0.97 | 0.74 |
| Manager | Anil Bamboli | Deepesh Agarwal |
| ISIN Code | INF179K01343 | INF789FB1RJ0 |
| 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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.6% | 0.62% |
| 6 Month | 3.52% | 3.56% |
| 1 Year | 7.32% | 7.4% |
| 3 Year | 6.47% | 6.43% |
| 5 Year | 5.28% | 5.44% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.11% | 7.2% |
| 3 Year | 7.15% | 7.16% |
| 5 Year | 6.2% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.6% | 6.72% |
| 3 Year | 6.41% | 6.66% |
| 5 Year | 6.66% | 7.02% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.61% | 0.622% |
| Sharp | 0.061% | -0.037% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Deepesh Agarwal |
| Total AUM | ₹135442 Cr | ₹35015 Cr |
| Fund Manage | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.79 | 30.97 |
| Large Cap | 46.05 | -0.33 |
| Mid Cap | 9.03 | -0.11 |
| Small Cap | 2.21 | 0 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.02 | 30.89 |
| Energy | 12.3 | - |
| Technology | 0.61 | - |
| Materials | 2.45 | - |
| Consumer Staples | 3.7 | - |
| Construction | 2.99 | 0 |
| 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 | - | -0.02 |
| Electrical Equipment | - | -0.01 |
| Industrial Products | - | 0 |
| IT - Software | - | -0.05 |
| Pharmaceuticals & Biotechnology | - | 0.05 |
| Ferrous Metals | - | -0.0099999999999999 |
| Finance | - | -0.02 |
| Banks | - | -0.099999999999999 |
| Diversified FMCG | - | 0 |
| Non - Ferrous Metals | - | 0 |
| Agricultural, Commercial & Construction Vehicles | - | 0 |
| Cement & Cement Products | - | -0.03 |
| Chemicals & Petrochemicals | - | 0 |
| Leisure Services | - | 0 |
| Automobiles | - | -0.04 |
| Aerospace & Defense | - | -0.01 |
| Realty | - | -0.02 |
| Personal Products | - | 0 |
| Transport Services | - | 0 |
| Telecom - Services | - | -0.02 |
| Insurance | - | 0 |
| Capital Markets | - | 0 |
| Gas | - | 0 |
| Consumer Durables | - | -0.01 |
| Agricultural Food & other Products | - | 0 |
| Diversified Metals | - | -0.01 |
| Oil | - | 0 |
| Food Products | - | -0.01 |
| Power | - | 0 |
| Auto Components | - | 0 |
| Metals & Minerals Trading | - | -0.0099999999999999 |
| Healthcare Services | - | 0 |
| Consumable Fuels | - | 0 |
| Minerals & Mining | - | -0.01 |
| Fertilizers & Agrochemicals | - | -0.01 |
| Retailing | - | -0.01 |
| Transport Infrastructure | - | -0.01 |
| Beverages | - | 0 |
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