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) | ₹1257 Cr | ₹2403 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 | 0.52% | 0.56% |
| 6 Month | 2.8% | 2.89% |
| 1 Year | 5.96% | 6.21% |
| 3 Year | - | 6.91% |
| 5 Year | - | 5.58% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.42% | 1.47% |
| 1 Year | 5.79% | 6.03% |
| 3 Year | - | 6.67% |
| 5 Year | - | 6.27% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.66% | 6.15% |
| 3 Year | - | 5.87% |
| 5 Year | - | 5.32% |
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 | 27.7 | 26.25 |
| Large Cap | 41.71 | 48.81 |
| Mid Cap | 22.43 | 11.01 |
| Small Cap | 8.17 | 13.93 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.08 | 24.1 |
| Energy | 6.2 | 5.15 |
| Industrials | 4.96 | 2.4 |
| Basic Materials | 8.05 | 4.58 |
| Consumer Defensive | 1.92 | 3.94 |
| Financial Services | 32.61 | 44.86 |
| Healthcare | 2.34 | 2.16 |
| Consumer Cyclical | 5.95 | 5.66 |
| Technology | 4.21 | 2.03 |
| Utilities | 2.2 | 2.95 |
| Communication Services | 4.03 | 1.96 |
| Real Estate | 0.44 | 0.21 |
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