HSBC Arbitrage Fund vs Axis Arbitrage Fund compare

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)	₹5515 Cr	₹2441 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	1	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

Scheme Name	Axis Arbitrage Fund - Regular Plan - Growth	HSBC Arbitrage Fund - Regular Growth
1 Month	0.52%	0.55%
6 Month	3.26%	3.22%
1 Year	7.39%	7.18%
3 Year	6.23%	6.13%
5 Year	5.32%	5.34%

Scheme Name	Axis Arbitrage Fund - Regular Plan - Growth	HSBC Arbitrage Fund - Regular Growth
6 Month	-	-
1 Year	7.04%	6.86%
3 Year	6.93%	6.86%
5 Year	6.06%	5.96%

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%

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%

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

Scheme Name	Axis Arbitrage Fund - Regular Plan - Growth	HSBC Arbitrage Fund - Regular Growth
Others	-41.16	100.47
Large Cap	47.17	50.39
Mid Cap	18.9	15.71
Small Cap	4.29	11.77

Scheme Name	Axis Arbitrage Fund - Regular Plan - Growth	HSBC Arbitrage Fund - Regular Growth
Others	-41.16	100.47
Petroleum Products	5.19	6.02
Electrical Equipment	0.48	2.07
Industrial Products	1.04	0.01
IT - Software	5.27	1.94
Pharmaceuticals & Biotechnology	2.88	6.47
Personal Products	0.32	0.03
Construction	1.66	0.33
Ferrous Metals	1.56	1.99
Finance	5.33	4.45
Capital Markets	1.5	1.77
Banks	13.77	26.89
Diversified FMCG	1.08	0.22
Non - Ferrous Metals	1.84	0.18
Agricultural, Commercial & Construction Vehicles	0.42	-
Cement & Cement Products	1.98	1.02
Chemicals & Petrochemicals	1.22	2.04
Leisure Services	0.75	0.27
Automobiles	2.74	1.89
Aerospace & Defense	2.48	1.39
Fertilizers & Agrochemicals	0.81	0.53
Realty	2.31	1.19
Transport Services	0.4	0.37
Telecom - Services	3.02	2.4
Insurance	0.28	0.7
Gas	0.02	0.76
Consumer Durables	1	2.98
Entertainment	0.02	-
Agricultural Food & other Products	0.37	0.37
Diversified Metals	1.95	2.69
Food Products	0.15	-
Power	3.94	2.89
Auto Components	0.61	1.18
Healthcare Services	0.18	0.1
Consumable Fuels	0.01	0.05
Minerals & Mining	0.72	0.86
Retailing	0.84	1.4
Beverages	0.1	0.19
Transport Infrastructure	2.12	0.05
Oil	-	0.18