HDFC Arbitrage Fund vs HSBC 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) | ₹17654 Cr | ₹2225 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 | 0.54% | 0.54% |
6 Month | 3.37% | 3.26% |
1 Year | 7.34% | 6.99% |
3 Year | 6.58% | 6.35% |
5 Year | 5.29% | 5.3% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.62% | 1.57% |
1 Year | 7.03% | 6.79% |
3 Year | 7.24% | 7% |
5 Year | 6.29% | 6.1% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.6% | 6.1% |
3 Year | 6.41% | 5.68% |
5 Year | 6.66% | 5.27% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.607% | 0.613% |
Sharp | -0.076% | -0.626% |
Beta | - | - |
Alpha | - | - |
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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 | 100.84 | 23.85 |
Large Cap | 58.76 | 49.55 |
Small Cap | 2.39 | 10.08 |
Mid Cap | 11.1 | 16.52 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 100.2 | 23.85 |
Energy | 8.82 | 5.46 |
Utilities | 3.49 | 3.77 |
Industrials | 5.16 | 1.82 |
Technology | 4.11 | 1.01 |
Basic Materials | 9.04 | 8.07 |
Healthcare | 2.43 | 4.59 |
Consumer Defensive | 2.16 | 1.23 |
Financial Services | 24.85 | 39.68 |
Consumer Cyclical | 8.26 | 7.38 |
Real Estate | 2.32 | 0.93 |
Communication Services | 2.24 | 2.2 |
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