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HSBC Arbitrage Fund vs Edelweiss Arbitrage Fund compare

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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