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) | ₹25396 Cr | ₹2350 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 | 0.57% | 0.56% |
| 6 Month | 2.95% | 2.91% |
| 1 Year | 6.43% | 6.2% |
| 3 Year | 7.02% | 6.87% |
| 5 Year | 5.84% | 5.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 1.5% |
| 1 Year | 6.1% | 5.95% |
| 3 Year | 6.75% | 6.56% |
| 5 Year | 6.46% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.43% | 6.16% |
| 3 Year | 6.21% | 5.92% |
| 5 Year | 6.16% | 5.33% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.29% | 2.02% |
| Beta | 0.46% | 0.48% |
| Alpha | 0.32% | 0.14% |
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 | 25.64 | 25.75 |
| Large Cap | 52.44 | 47.75 |
| Mid Cap | 18.94 | 13.18 |
| Small Cap | 2.98 | 13.32 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 22.24 | 24.39 |
| Communication Services | 4.05 | 1.38 |
| Energy | 6.62 | 4.38 |
| Industrials | 6.47 | 4.18 |
| Technology | 2.61 | 1.61 |
| Basic Materials | 10.09 | 5.26 |
| Healthcare | 3.72 | 2.55 |
| Consumer Defensive | 4.24 | 3.63 |
| Financial Services | 27.29 | 36.62 |
| Consumer Cyclical | 8.4 | 13.14 |
| Utilities | 3.03 | 2.57 |
| Real Estate | 1.24 | 0.28 |
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