HSBC Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16270 Cr | ₹2350 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Jun 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 | 370% | 299% |
| Expense Ratio | 1.05 | 0.93 |
| Manager | Dhawal Dalal | Mahesh A Chhabria |
| ISIN Code | INF754K01EF3 | INF917K01QL8 |
| Exits Load | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.53% | 0.5% |
| 6 Month | 2.87% | 2.84% |
| 1 Year | 6.23% | 6.11% |
| 3 Year | 7% | 6.81% |
| 5 Year | 5.91% | 5.67% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 1.5% |
| 1 Year | 6.03% | 5.95% |
| 3 Year | 6.76% | 6.56% |
| 5 Year | 6.52% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.28% | 6.16% |
| 3 Year | 6.07% | 5.92% |
| 5 Year | 5.46% | 5.33% |
Risk Management
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.68% |
| Sharp | 2.25% | 2.02% |
| Beta | 0.54% | 0.48% |
| Alpha | 0.22% | 0.14% |
Fund Managers
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Dhawal Dalal | Mahesh A Chhabria |
| Total AUM | ₹25974 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 29.79 | 25.75 |
| Large Cap | 42.18 | 47.75 |
| Mid Cap | 23.02 | 13.18 |
| Small Cap | 5.01 | 13.32 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 25.52 | 24.39 |
| Communication Services | 4.14 | 1.38 |
| Energy | 5.67 | 4.38 |
| Industrials | 6.01 | 4.18 |
| Technology | 3.01 | 1.61 |
| Basic Materials | 11.34 | 5.26 |
| Consumer Defensive | 5.16 | 3.63 |
| Financial Services | 24.13 | 36.62 |
| Healthcare | 4.05 | 2.55 |
| Consumer Cyclical | 5.35 | 13.14 |
| Real Estate | 1.19 | 0.28 |
| Utilities | 4.43 | 2.57 |
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