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) | ₹21352 Cr | ₹2374 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 | 0.32% | 0.32% |
6 Month | 3.03% | 2.94% |
1 Year | 6.55% | 6.31% |
3 Year | 7.03% | 6.79% |
5 Year | 5.64% | 5.48% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.36% | 1.33% |
1 Year | 6.16% | 6% |
3 Year | 6.98% | 6.75% |
5 Year | 6.43% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.66% | 6.13% |
3 Year | 6.45% | 5.81% |
5 Year | 6.49% | 5.3% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.40% | 0.39% |
Sharp | 0.79% | 0.19% |
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 | 29.83 | 32.12 |
Large Cap | 57.02 | 47.57 |
Mid Cap | 11.63 | 12.02 |
Small Cap | 1.52 | 8.29 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 27.99 | 30.03 |
Energy | 5.14 | 4.38 |
Industrials | 4.66 | 2.07 |
Technology | 4.85 | 1.46 |
Basic Materials | 7.84 | 4.29 |
Healthcare | 4.6 | 2.37 |
Consumer Defensive | 4.9 | 3.72 |
Financial Services | 23.38 | 42.13 |
Consumer Cyclical | 8.16 | 5.08 |
Real Estate | 1.23 | 0.48 |
Utilities | 3.24 | 2.47 |
Communication Services | 4.01 | 1.52 |
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