Axis Arbitrage Fund vs HSBC Arbitrage Fund compare
Axis Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹6950 Cr | ₹2444 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 2014 | 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 | 64.15% | 299% |
Expense Ratio | 0.99 | 0.93 |
Manager | Devang Shah | Mahesh A Chhabria |
ISIN Code | INF846K01QC8 | INF917K01QL8 |
Exits Load | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.47% | 0.45% |
6 Month | 3.28% | 3.12% |
1 Year | 6.83% | 6.62% |
3 Year | 6.85% | 6.8% |
5 Year | 5.55% | 5.47% |
SIP Return Analysis
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.62% | 1.58% |
1 Year | 6.77% | 6.56% |
3 Year | 7.1% | 6.96% |
5 Year | 6.39% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.03% | 6.13% |
3 Year | 5.77% | 5.81% |
5 Year | 5.21% | 5.3% |
Risk Management
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.55% | 0.52% |
Sharp | -0.12% | -0.21% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Devang Shah | Mahesh A Chhabria |
Total AUM | ₹60014 Cr | ₹15021 Cr |
Funds Managed | 15 | 9 |
Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.1 | 29.88 |
Large Cap | 44.82 | 44.86 |
Small Cap | 5.12 | 11.7 |
Mid Cap | 16.96 | 13.57 |
Sector Allocation
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 31.57 | 28.19 |
Energy | 4.46 | 2.36 |
Utilities | 2.5 | 3.38 |
Industrials | 4.24 | 2.86 |
Technology | 5.99 | 2.17 |
Basic Materials | 7.45 | 3.64 |
Healthcare | 3.45 | 4.83 |
Consumer Defensive | 3.2 | 4.45 |
Financial Services | 26.55 | 40.29 |
Consumer Cyclical | 5.56 | 6.2 |
Communication Services | 3.16 | 1.27 |
Real Estate | 1.87 | 0.35 |
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