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 | ₹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 | 0.56% | 0.59% |
6 Month | 2.62% | 2.75% |
1 Year | 6.17% | 6.41% |
3 Year | - | 6.84% |
5 Year | - | 5.53% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.38% | 1.42% |
1 Year | 5.79% | 6.04% |
3 Year | - | 6.73% |
5 Year | - | 6.25% |
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 | - | 0.39% |
Sharp | - | 0.15% |
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 |
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