HSBC Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23009 Cr | ₹2403 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 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 | 266.28% | 299% |
| Expense Ratio | 0.97 | 0.93 |
| Manager | Anil Bamboli | Mahesh A Chhabria |
| ISIN Code | INF179K01343 | INF917K01QL8 |
| Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% 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 | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.49% | 0.48% |
| 6 Month | 2.92% | 2.85% |
| 1 Year | 6.35% | 6.17% |
| 3 Year | 7.15% | 6.93% |
| 5 Year | 5.73% | 5.57% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.45% | 1.41% |
| 1 Year | 6.07% | 5.93% |
| 3 Year | 6.86% | 6.65% |
| 5 Year | 6.46% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.65% | 6.15% |
| 3 Year | 6.47% | 5.87% |
| 5 Year | 6.46% | 5.32% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | 0.92% | 0.36% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Mahesh A Chhabria |
| Total AUM | ₹135442 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 26.88 | 28.17 |
| Large Cap | 58.43 | 48.21 |
| Mid Cap | 12.75 | 11.44 |
| Small Cap | 1.94 | 12.18 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 25.45 | 26.15 |
| Energy | 5.86 | 5.34 |
| Industrials | 5.39 | 1.77 |
| Technology | 3.85 | 1.58 |
| Healthcare | 3.54 | 1.71 |
| Consumer Defensive | 4.3 | 3.79 |
| Basic Materials | 8.73 | 5.16 |
| Financial Services | 25.87 | 42.89 |
| Consumer Cyclical | 8.56 | 6.01 |
| Real Estate | 1.32 | 0.49 |
| Utilities | 3.37 | 3.41 |
| Communication Services | 3.77 | 1.71 |
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