HSBC Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹18204 Cr | ₹2444 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Jul 2009 | 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 | 1085% | 299% |
Expense Ratio | 1.01 | 0.93 |
Manager | Pranav Gupta | Mahesh A Chhabria |
ISIN Code | INF209K01264 | INF917K01QL8 |
Exits Load | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.46% | 0.45% |
6 Month | 3.38% | 3.2% |
1 Year | 6.89% | 6.63% |
3 Year | 6.91% | 6.75% |
5 Year | 5.57% | 5.46% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.7% | 1.6% |
1 Year | 6.93% | 6.61% |
3 Year | 7.19% | 6.98% |
5 Year | 6.43% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.38% | 6.12% |
3 Year | 6.13% | 5.76% |
5 Year | 6.43% | 5.29% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.51% | 0.52% |
Sharp | 0.16% | -0.21% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Pranav Gupta | Mahesh A Chhabria |
Total AUM | ₹10003 Cr | ₹15021 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 32.6 | 29.88 |
Large Cap | 46.59 | 44.86 |
Mid Cap | 16.31 | 13.57 |
Small Cap | 4.5 | 11.7 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 30.11 | 28.19 |
Energy | 7.52 | 2.36 |
Utilities | 3.81 | 3.38 |
Industrials | 6.77 | 2.86 |
Technology | 4.53 | 2.17 |
Basic Materials | 7.58 | 3.64 |
Healthcare | 3.92 | 4.83 |
Consumer Defensive | 4.5 | 4.45 |
Financial Services | 20.99 | 40.29 |
Consumer Cyclical | 5.9 | 6.2 |
Real Estate | 0.94 | 0.35 |
Communication Services | 3.44 | 1.27 |
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