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) | ₹16053 Cr | ₹2438 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 | 0.56% | 0.57% |
6 Month | 2.79% | 2.76% |
1 Year | 6.65% | 6.48% |
3 Year | 7.03% | 6.82% |
5 Year | 5.75% | 5.52% |
SIP Return Analysis
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.42% | 1.42% |
1 Year | 6.13% | 6.04% |
3 Year | 6.93% | 6.73% |
5 Year | 6.49% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.25% | 6.14% |
3 Year | 5.99% | 5.84% |
5 Year | 5.42% | 5.31% |
Risk Management
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.42% | 0.39% |
Sharp | 0.65% | 0.15% |
Beta | 0.50% | - |
Alpha | -0.10% | - |
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 | 24.04 | 28.17 |
Large Cap | 46.34 | 48.21 |
Mid Cap | 23.77 | 11.44 |
Small Cap | 5.85 | 12.18 |
Sector Allocation
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 22.42 | 26.15 |
Energy | 7.19 | 5.34 |
Industrials | 5.32 | 1.77 |
Technology | 4.92 | 1.58 |
Basic Materials | 8.25 | 5.16 |
Healthcare | 3.66 | 1.71 |
Consumer Defensive | 4.41 | 3.79 |
Financial Services | 27.78 | 42.89 |
Consumer Cyclical | 6.68 | 6.01 |
Real Estate | 1.18 | 0.49 |
Utilities | 4.46 | 3.41 |
Communication Services | 3.73 | 1.71 |
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