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) | ₹23581 Cr | ₹2374 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 | 0.3% | 0.32% |
6 Month | 3.14% | 2.94% |
1 Year | 6.61% | 6.31% |
3 Year | 6.94% | 6.79% |
5 Year | 5.62% | 5.48% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.35% | 1.33% |
1 Year | 6.23% | 6% |
3 Year | 6.94% | 6.75% |
5 Year | 6.39% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.41% | 6.13% |
3 Year | 6.14% | 5.81% |
5 Year | 6.34% | 5.3% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.40% | 0.39% |
Sharp | 0.58% | 0.19% |
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 | 33.31 | 32.77 |
Large Cap | 46.16 | 47.14 |
Mid Cap | 16.93 | 11.73 |
Small Cap | 3.6 | 8.36 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 30.88 | 31.71 |
Energy | 5.88 | 3.93 |
Utilities | 2.94 | 3.29 |
Industrials | 6.33 | 3 |
Technology | 5.18 | 3.94 |
Basic Materials | 6.59 | 3.12 |
Healthcare | 4.34 | 3.73 |
Consumer Defensive | 4.68 | 3.88 |
Financial Services | 21.72 | 37.83 |
Consumer Cyclical | 6.69 | 4.62 |
Real Estate | 1.44 | 0.72 |
Communication Services | 3.34 | 0.22 |
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