Bajaj Finserv Arbitrage Fund Regular vs HSBC Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1296 Cr | ₹2438 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 299% |
| Expense Ratio | 0.95 | 0.93 |
| Manager | Siddharth Chaudhary | Mahesh A Chhabria |
| ISIN Code | INF0QA701490 | INF917K01QL8 |
| Exits Load | Bajaj Finserv 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.46% | 0.45% |
| 6 Month | 2.59% | 2.69% |
| 1 Year | 6.02% | 6.25% |
| 3 Year | - | 6.84% |
| 5 Year | - | 5.49% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.81% | 0.83% |
| 1 Year | 4.61% | 4.82% |
| 3 Year | - | 6.31% |
| 5 Year | - | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.66% | 6.14% |
| 3 Year | - | 5.84% |
| 5 Year | - | 5.31% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 0.37% |
| Sharp | - | 0.36% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Mahesh A Chhabria |
| Total AUM | ₹7136 Cr | ₹15021 Cr |
| Funds Managed | 8 | 9 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 33.11 | 28.17 |
| Large Cap | 41.14 | 48.21 |
| Mid Cap | 18.93 | 11.44 |
| Small Cap | 6.82 | 12.18 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 32.31 | 26.15 |
| Energy | 5.76 | 5.34 |
| Industrials | 4.52 | 1.77 |
| Technology | 3.43 | 1.58 |
| Basic Materials | 7.18 | 5.16 |
| Consumer Defensive | 1.37 | 3.79 |
| Financial Services | 31.92 | 42.89 |
| Healthcare | 2.08 | 1.71 |
| Consumer Cyclical | 5.39 | 6.01 |
| Utilities | 2 | 3.41 |
| Communication Services | 3.66 | 1.71 |
| Real Estate | 0.38 | 0.49 |
Top Comparisons
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.6%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.52%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.39%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.83%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.8%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.85%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%