HDFC Arbitrage Fund vs HSBC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23551 Cr | ₹2327 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 299% |
| Expense Ratio | 0.97 | 0.93 |
| Manager | Anil Bamboli | Mahesh A Chhabria |
| ISIN Code | INF179K01343 | INF917K01QL8 |
| Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 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 | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.57% | 0.56% |
| 6 Month | 2.92% | 2.83% |
| 1 Year | 6.24% | 6.11% |
| 3 Year | 7.07% | 6.86% |
| 5 Year | 5.83% | 5.66% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.5% | 1.47% |
| 1 Year | 6.03% | 5.89% |
| 3 Year | 6.79% | 6.58% |
| 5 Year | 6.49% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.64% | 6.16% |
| 3 Year | 6.49% | 5.92% |
| 5 Year | 6.44% | 5.33% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.68% |
| Sharp | 2.6% | 2.24% |
| Beta | 0.48% | 0.47% |
| Alpha | 0.44% | 0.25% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Mahesh A Chhabria |
| Total AUM | ₹135442 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | - | 28083.68 |
| Large Cap | - | 47.01 |
| Mid Cap | - | 11.36 |
| Small Cap | - | 16.52 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | - | 28083.68 |
| Petroleum Products | - | 4.66 |
| Pharmaceuticals & Biotechnology | - | 2.93 |
| Personal Products | - | 0.01 |
| Construction | - | 0.55 |
| Ferrous Metals | - | 2.09 |
| Finance | - | 12.03 |
| Capital Markets | - | 1.43 |
| Banks | - | 27.84 |
| Non - Ferrous Metals | - | 0.66 |
| Electrical Equipment | - | 0.32 |
| Cement & Cement Products | - | 0.14 |
| Leisure Services | - | 0.08 |
| Aerospace & Defense | - | 0.44 |
| Insurance | - | 0.65 |
| Transport Services | - | 1.29 |
| Power | - | 1.87 |
| Telecom - Services | - | 1.5 |
| IT - Services | - | 0.05 |
| Diversified FMCG | - | 1.6 |
| Automobiles | - | 0.03 |
| Agricultural Food & other Products | - | 2.06 |
| Industrial Products | - | 0.22 |
| Beverages | - | 0.29 |
| Diversified Metals | - | 0.17 |
| IT - Software | - | 0.88 |
| Realty | - | 0.21 |
| Consumer Durables | - | 1.51 |
| Auto Components | - | 1.17 |
| Chemicals & Petrochemicals | - | 0.05 |
| Gas | - | 0.2 |
| Healthcare Services | - | 0.08 |
| Consumable Fuels | - | 0.01 |
| Minerals & Mining | - | 1.02 |
| Fertilizers & Agrochemicals | - | 0.07 |
| Retailing | - | 6.52 |
| Transport Infrastructure | - | 0.26 |
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