HSBC Arbitrage Fund vs Axis Arbitrage Fund compare

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5237 Cr ₹2419 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 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 1.01 0.95
Manager Devang Shah Mahesh A Chhabria
ISIN Code INF846K01QC8 INF917K01QL8
Exits Load Exit load of 0.25% if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name Axis Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
1 Month 0.81% 0.82%
6 Month 3.62% 3.54%
1 Year 7.67% 7.46%
3 Year 6.14% 5.97%
5 Year 5.25% 5.31%

SIP Return Analysis

Scheme Name Axis Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 7.27% 7%
3 Year 6.85% 6.75%
5 Year 5.94% 5.86%

Rolling Lumpsum Returns

Scheme Name Axis Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
1 Year 5.99% 6.09%
3 Year 5.56% 5.62%
5 Year 5.17% 5.27%

Risk Management

Scheme Name Axis Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.66% 0.68%
Sharp -1.31% -1.55%
Beta 0.8% 0.86%
Alpha -0.34% -0.51%

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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
Fund Manage 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 26.31 3.57
Large Cap 38.5 39.79
Small Cap 1.58 3.44
Mid Cap 7.49 12.31

Sector Allocation

Scheme Name

Axis Arbitrage Fund - Regular Plan - Growth

HSBC Arbitrage Fund - Regular Growth

Others 72.33 -1.1
Automobile -0.01 4.22
Financial 1.65 26.45
Energy -0.050000000000002 6.01
Diversified 0 0.03
Services 1.0408340855861E-17 1.5
Materials -0.0099999999999998 0.54
Consumer Staples 0.01 4.77
Capital Goods -0.02 2.2
Metals & Mining -0.06 7.72
Communication -0.01 3.2
Chemicals -5.5511151231258E-17 1.18
Healthcare -0.02 1.79
Construction 0.07 0.03
Consumer Discretionary 0 0.11
Technology - 0.46

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