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) | ₹25267 Cr | ₹2327 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 | 0.46% | 0.46% |
| 6 Month | 2.82% | 2.85% |
| 1 Year | 6.42% | 6.21% |
| 3 Year | 7.02% | 6.86% |
| 5 Year | 5.79% | 5.63% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.44% |
| 1 Year | 6.01% | 5.9% |
| 3 Year | 6.76% | 6.59% |
| 5 Year | 6.43% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.43% | 6.15% |
| 3 Year | 6.19% | 5.9% |
| 5 Year | 6.19% | 5.33% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.53% | 0.60% |
| Beta | 0.45% | - |
| Alpha | 0.43% | - |
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 | 23.58 | 25.77 |
| Large Cap | 52.73 | 46.84 |
| Mid Cap | 19.52 | 10.45 |
| Small Cap | 4.17 | 16.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 21.22 | 25.08 |
| Energy | 6.52 | 4.86 |
| Industrials | 6.49 | 2.99 |
| Technology | 3.46 | 1.83 |
| Basic Materials | 8.97 | 4.35 |
| Healthcare | 4.01 | 3.02 |
| Consumer Defensive | 4.75 | 3.97 |
| Financial Services | 27.83 | 41.94 |
| Consumer Cyclical | 8.72 | 8.84 |
| Real Estate | 1.32 | 0.22 |
| Utilities | 2.89 | 1.87 |
| Communication Services | 3.82 | 1.03 |
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