HSBC Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16259 Cr | ₹2327 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 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 | 1243% | 299% |
| Expense Ratio | 1.07 | 0.93 |
| Manager | Anju Chhajer | Mahesh A Chhabria |
| ISIN Code | INF204K01IY1 | INF917K01QL8 |
| Exits Load | Nippon India Arbitrage Fund - 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.5% | 0.49% |
| 6 Month | 2.8% | 2.81% |
| 1 Year | 6.23% | 6.19% |
| 3 Year | 6.87% | 6.84% |
| 5 Year | 5.74% | 5.63% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.44% |
| 1 Year | 5.89% | 5.9% |
| 3 Year | 6.63% | 6.59% |
| 5 Year | 6.35% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.59% | 6.15% |
| 3 Year | 6.31% | 5.9% |
| 5 Year | 5.91% | 5.33% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.36% |
| Sharp | 2.2% | 0.60% |
| Beta | 0.48% | - |
| Alpha | 0.22% | - |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Anju Chhajer | Mahesh A Chhabria |
| Total AUM | ₹71679 Cr | ₹15021 Cr |
| Funds Managed | 13 | 9 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.58 | 25.77 |
| Large Cap | 48.77 | 46.84 |
| Mid Cap | 19.83 | 10.45 |
| Small Cap | 3.82 | 16.94 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 25.15 | 25.08 |
| Energy | 5.46 | 4.86 |
| Industrials | 6.73 | 2.99 |
| Technology | 3.56 | 1.83 |
| Basic Materials | 11.89 | 4.35 |
| Healthcare | 5.01 | 3.02 |
| Consumer Defensive | 4.11 | 3.97 |
| Financial Services | 22.32 | 41.94 |
| Consumer Cyclical | 7.86 | 8.84 |
| Real Estate | 1.44 | 0.22 |
| Utilities | 2.57 | 1.87 |
| Communication Services | 3.87 | 1.03 |
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