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) | ₹20685 Cr | ₹2272 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 | 0.54% | 0.53% |
6 Month | 3.31% | 3.27% |
1 Year | 6.93% | 6.66% |
3 Year | 6.9% | 6.68% |
5 Year | 5.54% | 5.43% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.63% | 1.59% |
1 Year | 6.87% | 6.63% |
3 Year | 7.23% | 6.98% |
5 Year | 6.44% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.64% | 6.12% |
3 Year | 6.43% | 5.76% |
5 Year | 6.53% | 5.29% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.54% | 0.53% |
Sharp | 0.19% | -0.32% |
Beta | - | - |
Alpha | - | - |
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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 | 23.79 | 31.92 |
Large Cap | 62.73 | 44.38 |
Small Cap | 1.76 | 10.92 |
Mid Cap | 11.73 | 12.78 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 22.7 | 29.47 |
Energy | 5.84 | 3.02 |
Utilities | 4.75 | 3.03 |
Industrials | 5.34 | 2.83 |
Technology | 7.64 | 3.52 |
Basic Materials | 8.62 | 3.68 |
Healthcare | 4.93 | 4.12 |
Consumer Defensive | 3.81 | 2.56 |
Financial Services | 23.91 | 42.01 |
Consumer Cyclical | 7.62 | 3.78 |
Communication Services | 3.64 | 1.31 |
Real Estate | 1.18 | 0.67 |
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