Axis Arbitrage Fund vs HSBC Arbitrage Fund compare
Axis Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹5848 Cr | ₹2225 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 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 | 64.15% | 299% |
Expense Ratio | 0.99 | 0.93 |
Manager | Devang Shah | Mahesh A Chhabria |
ISIN Code | INF846K01QC8 | INF917K01QL8 |
Exits Load | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 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 | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.5% | 0.49% |
6 Month | 3.23% | 3.18% |
1 Year | 7.2% | 7.03% |
3 Year | 6.36% | 6.31% |
5 Year | 5.28% | 5.29% |
SIP Return Analysis
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.58% | 1.57% |
1 Year | 6.85% | 6.79% |
3 Year | 7.04% | 7% |
5 Year | 6.19% | 6.1% |
Rolling Lumpsum Returns
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | - | 6.1% |
3 Year | - | 5.68% |
5 Year | - | 5.27% |
Risk Management
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.61% | 0.613% |
Sharp | -0.476% | -0.626% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Devang Shah | Mahesh A Chhabria |
Total AUM | ₹60014 Cr | ₹15021 Cr |
Funds Managed | 15 | 9 |
Axis Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 100.01 | 23.85 |
Large Cap | 53.26 | 49.55 |
Small Cap | 2.52 | 10.08 |
Mid Cap | 12.66 | 16.52 |
Sector Allocation
Scheme Name |
Axis Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 99.67 | 23.85 |
Energy | 6.54 | 5.46 |
Utilities | 2.62 | 3.77 |
Industrials | 4.77 | 1.82 |
Technology | 4.02 | 1.01 |
Basic Materials | 6.67 | 8.07 |
Healthcare | 2.74 | 4.59 |
Consumer Defensive | 2.3 | 1.23 |
Financial Services | 27.09 | 39.68 |
Consumer Cyclical | 7.26 | 7.38 |
Real Estate | 2.2 | 0.93 |
Communication Services | 2.59 | 2.2 |
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