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) | ₹6767 Cr | ₹2272 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 | 0.49% | 0.52% |
6 Month | 3.32% | 3.2% |
1 Year | 6.84% | 6.68% |
3 Year | 6.73% | 6.7% |
5 Year | 5.49% | 5.44% |
SIP Return Analysis
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.66% | 1.61% |
1 Year | 6.84% | 6.64% |
3 Year | 7.11% | 6.99% |
5 Year | 6.38% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.02% | 6.12% |
3 Year | 5.7% | 5.76% |
5 Year | 5.2% | 5.29% |
Risk Management
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.55% | 0.52% |
Sharp | -0.12% | -0.20% |
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 | 34.52 | 31.92 |
Large Cap | 45.85 | 44.38 |
Small Cap | 3.48 | 10.92 |
Mid Cap | 16.14 | 12.78 |
Sector Allocation
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.82 | 29.47 |
Energy | 4.17 | 3.02 |
Utilities | 1.96 | 3.03 |
Industrials | 3.76 | 2.83 |
Technology | 7.64 | 3.52 |
Basic Materials | 6.71 | 3.68 |
Healthcare | 2.53 | 4.12 |
Consumer Defensive | 2.62 | 2.56 |
Financial Services | 27.44 | 42.01 |
Consumer Cyclical | 4.67 | 3.78 |
Communication Services | 2.96 | 1.31 |
Real Estate | 1.72 | 0.67 |
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