- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Arbitrage Fund vs Axis Arbitrage Fund compare
Axis Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹5848 Cr | ₹2225 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2014 | 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 | 64.15% | 299% |
| Expense Ratio | 0.99 | 0.93 |
| Manager | Devang Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01QC8 | INF917K01QL8 |
| Exits Load | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.68% | 0.66% |
| 6 Month | 3.42% | 3.3% |
| 1 Year | 6.9% | 6.71% |
| 3 Year | 6.69% | 6.64% |
| 5 Year | 5.44% | 5.4% |
SIP Return Analysis
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.7% | 1.6% |
| 1 Year | 6.88% | 6.59% |
| 3 Year | 7.13% | 6.98% |
| 5 Year | 6.37% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.02% | 6.12% |
| 3 Year | 5.7% | 5.76% |
| 5 Year | 5.2% | 5.29% |
Risk Management
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.61% | 0.613% |
| Sharp | -0.476% | -0.626% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Devang Shah | Mahesh A Chhabria |
| Total AUM | ₹60014 Cr | ₹15021 Cr |
| Funds Managed | 15 | 9 |
| Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 100.01 | 23.85 |
| Large Cap | 53.26 | 49.55 |
| Small Cap | 2.52 | 10.08 |
| Mid Cap | 12.66 | 16.52 |
Sector Allocation
| Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 99.67 | 23.85 |
| Energy | 6.54 | 5.46 |
| Utilities | 2.62 | 3.77 |
| Industrials | 4.77 | 1.82 |
| Technology | 4.02 | 1.01 |
| Basic Materials | 6.67 | 8.07 |
| Healthcare | 2.74 | 4.59 |
| Consumer Defensive | 2.3 | 1.23 |
| Financial Services | 27.09 | 39.68 |
| Consumer Cyclical | 7.26 | 7.38 |
| Real Estate | 2.2 | 0.93 |
| Communication Services | 2.59 | 2.2 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns25.68%
Invesco India Financial Services Fund - Retail Growth
3Y Returns28.63%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.55%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.55%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns30.14%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns22.49%
HDFC Low Duration Fund - Growth
3Y Returns7.25%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.43%
