Aditya Birla Sun Life Arbitrage Fund vs HSBC Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹22619 Cr | ₹2438 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Jul 2009 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1085% | 299% |
| Expense Ratio | 1.01 | 0.93 |
| Manager | Pranav Gupta | Mahesh A Chhabria |
| ISIN Code | INF209K01264 | INF917K01QL8 |
| Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | HSBC 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.44% | 0.45% |
| 6 Month | 2.7% | 2.69% |
| 1 Year | 6.45% | 6.25% |
| 3 Year | 6.99% | 6.84% |
| 5 Year | 5.65% | 5.49% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.87% | 0.85% |
| 1 Year | 5.02% | 4.83% |
| 3 Year | 6.51% | 6.32% |
| 5 Year | 6.2% | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.42% | 6.14% |
| 3 Year | 6.15% | 5.84% |
| 5 Year | 6.29% | 5.31% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.37% |
| Sharp | 0.76% | 0.36% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Mahesh A Chhabria |
| Total AUM | ₹10003 Cr | ₹15021 Cr |
| Funds Managed | 9 | 9 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 26.67 | 28.17 |
| Large Cap | 51.62 | 48.21 |
| Mid Cap | 17.83 | 11.44 |
| Small Cap | 3.87 | 12.18 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 24.22 | 26.15 |
| Energy | 6.91 | 5.34 |
| Industrials | 6.4 | 1.77 |
| Technology | 3.83 | 1.58 |
| Basic Materials | 7.3 | 5.16 |
| Healthcare | 3.9 | 1.71 |
| Consumer Defensive | 4.77 | 3.79 |
| Financial Services | 25.45 | 42.89 |
| Consumer Cyclical | 8.81 | 6.01 |
| Real Estate | 1.36 | 0.49 |
| Utilities | 3.25 | 3.41 |
| Communication Services | 3.79 | 1.71 |
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