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) | ₹7545 Cr | ₹2374 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 | 0.28% | 0.31% |
6 Month | 3.03% | 2.93% |
1 Year | 6.44% | 6.28% |
3 Year | 6.83% | 6.79% |
5 Year | 5.58% | 5.48% |
SIP Return Analysis
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.32% | 1.33% |
1 Year | 6.11% | 6% |
3 Year | 6.86% | 6.75% |
5 Year | 6.34% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.03% | 6.13% |
3 Year | 5.77% | 5.81% |
5 Year | 5.21% | 5.3% |
Risk Management
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.41% | 0.39% |
Sharp | 0.32% | 0.19% |
Beta | - | - |
Alpha | - | - |
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 | 33.49 | 32.77 |
Large Cap | 43.42 | 47.14 |
Small Cap | 4.4 | 8.36 |
Mid Cap | 18.7 | 11.73 |
Sector Allocation
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 31.52 | 31.71 |
Energy | 3.83 | 3.93 |
Utilities | 2.9 | 3.29 |
Industrials | 4.7 | 3 |
Technology | 5.17 | 3.94 |
Basic Materials | 7.27 | 3.12 |
Healthcare | 3.43 | 3.73 |
Consumer Defensive | 2.98 | 3.88 |
Financial Services | 26.13 | 37.83 |
Consumer Cyclical | 6.41 | 4.62 |
Communication Services | 3.56 | 0.22 |
Real Estate | 2.1 | 0.72 |
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