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) | ₹15550 Cr | ₹2511 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 | 0.55% | 0.54% |
6 Month | 3.21% | 3.14% |
1 Year | 6.78% | 6.51% |
3 Year | 7.04% | 6.8% |
5 Year | 5.69% | 5.47% |
SIP Return Analysis
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.54% | 1.5% |
1 Year | 6.62% | 6.38% |
3 Year | 7.12% | 6.88% |
5 Year | 6.51% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.24% | 6.13% |
3 Year | 5.95% | 5.81% |
5 Year | 5.41% | 5.3% |
Risk Management
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.40% | 0.38% |
Sharp | 0.84% | 0.23% |
Beta | 0.51% | - |
Alpha | -0.01% | - |
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 | 28.65 | 32.77 |
Large Cap | 45.22 | 47.14 |
Mid Cap | 20.57 | 11.73 |
Small Cap | 5.57 | 8.36 |
Sector Allocation
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 26.42 | 31.71 |
Energy | 6.62 | 3.93 |
Utilities | 4.42 | 3.29 |
Industrials | 5.26 | 3 |
Technology | 6.32 | 3.94 |
Basic Materials | 7.71 | 3.12 |
Healthcare | 4.69 | 3.73 |
Consumer Defensive | 4.61 | 3.88 |
Financial Services | 22.98 | 37.83 |
Consumer Cyclical | 5.98 | 4.62 |
Real Estate | 1.07 | 0.72 |
Communication Services | 3.91 | 0.22 |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns16.38%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.4%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.11%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns12.48%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.38%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns6.89%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.28%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.04%