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) | ₹8400 Cr | ₹2350 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 | 0.61% | 0.59% |
| 6 Month | 2.95% | 2.91% |
| 1 Year | 6.36% | 6.2% |
| 3 Year | 6.95% | 6.87% |
| 5 Year | 5.84% | 5.71% |
SIP Return Analysis
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.98% | 1.01% |
| 1 Year | 4.82% | 4.84% |
| 3 Year | 6.29% | 6.2% |
| 5 Year | 6.19% | 6.1% |
Rolling Lumpsum Returns
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.06% | 6.16% |
| 3 Year | 5.85% | 5.92% |
| 5 Year | 5.27% | 5.33% |
Risk Management
| Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.06% | 2.02% |
| Beta | 0.48% | 0.48% |
| Alpha | 0.2% | 0.14% |
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 | 25.25 | 25.75 |
| Large Cap | 45.82 | 47.75 |
| Mid Cap | 24.37 | 13.18 |
| Small Cap | 4.56 | 13.32 |
Sector Allocation
| Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 21.82 | 24.39 |
| Communication Services | 4.99 | 1.38 |
| Energy | 3.26 | 4.38 |
| Industrials | 6.15 | 4.18 |
| Technology | 3.37 | 1.61 |
| Basic Materials | 9.69 | 5.26 |
| Healthcare | 4.07 | 2.55 |
| Consumer Defensive | 3.79 | 3.63 |
| Financial Services | 26.75 | 36.62 |
| Consumer Cyclical | 11.15 | 13.14 |
| Utilities | 2.36 | 2.57 |
| Real Estate | 2.6 | 0.28 |
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