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) | ₹21352 Cr | ₹2511 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 | 0.49% | 0.49% |
6 Month | 3.19% | 3.12% |
1 Year | 6.76% | 6.55% |
3 Year | 7.02% | 6.79% |
5 Year | 5.63% | 5.49% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.43% | 1.4% |
1 Year | 6.43% | 6.28% |
3 Year | 7.06% | 6.84% |
5 Year | 6.44% | 6.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.66% | 6.13% |
3 Year | 6.45% | 5.81% |
5 Year | 6.49% | 5.3% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.39% | 0.38% |
Sharp | 0.88% | 0.23% |
Beta | - | - |
Alpha | - | - |
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 | 29.27 | 32.77 |
Large Cap | 58.5 | 47.14 |
Small Cap | 1.47 | 8.36 |
Mid Cap | 10.76 | 11.73 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 27.43 | 31.71 |
Energy | 5.03 | 3.93 |
Utilities | 3.89 | 3.29 |
Industrials | 4.91 | 3 |
Technology | 4.73 | 3.94 |
Basic Materials | 7.91 | 3.12 |
Healthcare | 5.81 | 3.73 |
Consumer Defensive | 4.98 | 3.88 |
Financial Services | 22.51 | 37.83 |
Consumer Cyclical | 7.68 | 4.62 |
Real Estate | 1.09 | 0.72 |
Communication Services | 4.02 | 0.22 |
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