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Bajaj Finserv Arbitrage Fund Regular vs HSBC Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1277 Cr ₹2327 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 0.45% 0.46%
6 Month 2.75% 2.85%
1 Year 5.97% 6.21%
3 Year - 6.86%
5 Year - 5.63%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HSBC Arbitrage Fund - Regular Growth
6 Month 1.4% 1.44%
1 Year 5.69% 5.9%
3 Year - 6.59%
5 Year - 6.28%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HSBC Arbitrage Fund - Regular Growth
1 Year 6.66% 6.15%
3 Year - 5.9%
5 Year - 5.33%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation - 0.36%
Sharp - 0.60%
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 31.28 25.77
Large Cap 38.29 46.84
Mid Cap 22.47 10.45
Small Cap 7.96 16.94

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

HSBC Arbitrage Fund - Regular Growth

Others 30.39 25.08
Energy 4.78 4.86
Industrials 5.04 2.99
Technology 2.92 1.83
Basic Materials 8.7 4.35
Consumer Defensive 2.64 3.97
Financial Services 30.88 41.94
Healthcare 2.16 3.02
Consumer Cyclical 6.27 8.84
Utilities 1.74 1.87
Communication Services 4.06 1.03
Real Estate 0.44 0.22

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