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) | ₹1112 Cr | ₹2374 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 | 0.32% | 0.31% |
6 Month | 2.8% | 2.93% |
1 Year | 6.04% | 6.28% |
3 Year | - | 6.79% |
5 Year | - | 5.48% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.26% | 1.33% |
1 Year | 5.74% | 6% |
3 Year | - | 6.75% |
5 Year | - | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.7% | 6.13% |
3 Year | - | 5.81% |
5 Year | - | 5.3% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 0.39% |
Sharp | - | 0.19% |
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 | 30.3 | 32.77 |
Large Cap | 45.77 | 47.14 |
Mid Cap | 17.72 | 11.73 |
Small Cap | 6.21 | 8.36 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 29.98 | 31.71 |
Energy | 5.93 | 3.93 |
Technology | 4.6 | 3.94 |
Basic Materials | 6.1 | 3.12 |
Consumer Defensive | 1.91 | 3.88 |
Industrials | 3.38 | 3 |
Financial Services | 34.6 | 37.83 |
Healthcare | 2.21 | 3.73 |
Consumer Cyclical | 6.61 | 4.62 |
Utilities | 2.26 | 3.29 |
Communication Services | 1.96 | 0.22 |
Real Estate | 0.46 | 0.72 |
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