Bajaj Finserv Arbitrage Fund Regular vs HSBC Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low Risk | Low Risk |
Asset Size (Cr) | ₹951 Cr | ₹2225 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 30 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 299% |
Expense Ratio | 0.95 | 0.93 |
Manager | Siddharth Chaudhary | Mahesh A Chhabria |
ISIN Code | INF0QA701490 | INF917K01QL8 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.58% | 0.58% |
6 Month | 3.2% | 3.34% |
1 Year | 6.63% | 6.99% |
3 Year | - | 6.22% |
5 Year | - | 5.35% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.49% | 6.8% |
3 Year | - | 6.89% |
5 Year | - | 6.02% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.84% | 6.1% |
3 Year | - | 5.68% |
5 Year | - | 5.27% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 0.613% |
Sharp | - | -0.448% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Siddharth Chaudhary | Mahesh A Chhabria |
Total AUM | ₹7136 Cr | ₹15021 Cr |
Fund Manage | 8 | 9 |
Bajaj Finserv Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 28.32 | 100.54 |
Large Cap | 55.98 | 45.39 |
Mid Cap | 12.79 | 20.61 |
Small Cap | 2.91 | 11.66 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 28.32 | 100.54 |
Petroleum Products | 7.31 | 5.76 |
Electrical Equipment | 0.81 | 2.16 |
Industrial Products | 2.1 | 0.32 |
IT - Software | 5.35 | 0.65 |
Pharmaceuticals & Biotechnology | 3.4 | 5.14 |
IT - Services | 0.09 | 0.04 |
Construction | 1.09 | 0.38 |
Finance | 3.83 | 4.75 |
Ferrous Metals | 1.32 | 2.47 |
Banks | 14.45 | 27.65 |
Diversified FMCG | 1.56 | - |
Non - Ferrous Metals | 0.54 | 0.05 |
Agricultural, Commercial & Construction Vehicles | 0.4 | - |
Cement & Cement Products | 1.21 | 1.23 |
Chemicals & Petrochemicals | 0.79 | 1.88 |
Leisure Services | 0.7 | - |
Automobiles | 5.2 | 3.16 |
Aerospace & Defense | 3.51 | 1.35 |
Fertilizers & Agrochemicals | 0.34 | 0.42 |
Realty | 1.48 | 1.28 |
Personal Products | 0.29 | 0.01 |
Insurance | 0.1 | 0.8 |
Telecom - Services | 2.48 | 1.55 |
Consumer Durables | 1.21 | 3.18 |
Agricultural Food & other Products | 0.6 | 0.05 |
Gas | 0.13 | 0.41 |
Diversified Metals | 0.25 | 2.48 |
Oil | 0.37 | 0.17 |
Food Products | 0.28 | - |
Power | 4.62 | 3.58 |
Auto Components | 0.31 | 1.29 |
Metals & Minerals Trading | 0.3 | - |
Consumable Fuels | 0.15 | 0.2 |
Minerals & Mining | 0.15 | 0.72 |
Transport Services | 1.71 | 0.44 |
Retailing | 0.51 | 1.66 |
Beverages | 0.02 | - |
Transport Infrastructure | 1.4 | - |
Capital Markets | 1.32 | 1.94 |
Healthcare Services | - | 0.39 |
Entertainment | - | 0.07 |
Financial Technology (Fintech) | - | 0.03 |
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