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) | ₹16720 Cr | ₹2327 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 | 0.52% | 0.54% |
| 6 Month | 2.72% | 2.73% |
| 1 Year | 6.37% | 6.24% |
| 3 Year | 7.15% | 6.96% |
| 5 Year | 5.83% | 5.59% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.39% | 1.38% |
| 1 Year | 5.8% | 5.72% |
| 3 Year | 6.74% | 6.55% |
| 5 Year | 6.47% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.27% | 6.15% |
| 3 Year | 6.06% | 5.88% |
| 5 Year | 5.44% | 5.32% |
Risk Management
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.36% |
| Sharp | 1.06% | 0.60% |
| Beta | 0.45% | - |
| Alpha | -0.03% | - |
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 | 21.92 | 26.25 |
| Large Cap | 46.09 | 48.81 |
| Mid Cap | 25.47 | 11.01 |
| Small Cap | 6.52 | 13.93 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.52 | 24.1 |
| Energy | 7.87 | 5.15 |
| Industrials | 5.9 | 2.4 |
| Technology | 7 | 2.03 |
| Basic Materials | 9.21 | 4.58 |
| Healthcare | 3.98 | 2.16 |
| Consumer Defensive | 5.35 | 3.94 |
| Financial Services | 25.68 | 44.86 |
| Consumer Cyclical | 6.11 | 5.66 |
| Real Estate | 1.33 | 0.21 |
| Utilities | 3.51 | 2.95 |
| Communication Services | 3.54 | 1.96 |
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