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 | 0.47% | 0.46% |
| 6 Month | 2.83% | 2.85% |
| 1 Year | 6.31% | 6.21% |
| 3 Year | 7.06% | 6.86% |
| 5 Year | 5.79% | 5.63% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.45% | 1.44% |
| 1 Year | 5.98% | 5.9% |
| 3 Year | 6.79% | 6.59% |
| 5 Year | 6.47% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.64% | 6.15% |
| 3 Year | 6.49% | 5.9% |
| 5 Year | 6.44% | 5.33% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.36% |
| Sharp | 1.16% | 0.60% |
| 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 | 25.58 | 25.77 |
| Large Cap | 58.67 | 46.84 |
| Mid Cap | 13.12 | 10.45 |
| Small Cap | 2.63 | 16.94 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 23.86 | 25.08 |
| Energy | 4.53 | 4.86 |
| Industrials | 5.84 | 2.99 |
| Basic Materials | 10.1 | 4.35 |
| Healthcare | 2.97 | 3.02 |
| Consumer Defensive | 4.64 | 3.97 |
| Financial Services | 27.09 | 41.94 |
| Consumer Cyclical | 9.43 | 8.84 |
| Utilities | 2.56 | 1.87 |
| Communication Services | 3.59 | 1.03 |
| Technology | 3.9 | 1.83 |
| Real Estate | 1.48 | 0.22 |
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