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) | ₹8400 Cr | ₹2327 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 | 0.63% | 0.58% |
| 6 Month | 2.9% | 2.88% |
| 1 Year | 6.35% | 6.17% |
| 3 Year | 6.94% | 6.86% |
| 5 Year | 5.81% | 5.67% |
SIP Return Analysis
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 1.51% |
| 1 Year | 6.01% | 5.91% |
| 3 Year | 6.69% | 6.56% |
| 5 Year | 6.41% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.06% | 6.16% |
| 3 Year | 5.84% | 5.92% |
| 5 Year | 5.27% | 5.33% |
Risk Management
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.06% | 2.02% |
| Beta | 0.48% | 0.48% |
| Alpha | 0.2% | 0.14% |
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 | 26.14 | 25.77 |
| Large Cap | 43.38 | 46.84 |
| Mid Cap | 24.94 | 10.45 |
| Small Cap | 5.53 | 16.94 |
Sector Allocation
| Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 24.23 | 25.08 |
| Energy | 3.17 | 4.86 |
| Industrials | 5.36 | 2.99 |
| Basic Materials | 8.84 | 4.35 |
| Consumer Defensive | 3.7 | 3.97 |
| Financial Services | 27.28 | 41.94 |
| Healthcare | 3.54 | 3.02 |
| Consumer Cyclical | 10.3 | 8.84 |
| Real Estate | 2.39 | 0.22 |
| Utilities | 2.44 | 1.87 |
| Communication Services | 5.54 | 1.03 |
| Technology | 3.21 | 1.83 |
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