HSBC Arbitrage Fund vs HDFC Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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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 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) ₹16606 Cr ₹2441 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 0.93 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 0.64% 0.59%
6 Month 3.55% 3.38%
1 Year 7.94% 7.58%
3 Year 6.29% 6.05%
5 Year 5.24% 5.32%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 7.3% 6.9%
3 Year 7.09% 6.81%
5 Year 6.09% 5.92%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option HSBC Arbitrage Fund - Regular Growth
1 Year 6.56% 6.09%
3 Year 6.43% 5.62%
5 Year 6.78% 5.27%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.69% 0.68%
Sharp -1.29% -1.55%
Beta 0.87% 0.86%
Alpha -0.33% -0.51%

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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
Fund Manage 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 4.79 3.57
Large Cap 46.05 39.79
Mid Cap 9.03 12.31
Small Cap 2.21 3.44

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

HSBC Arbitrage Fund - Regular Growth

Others 3.02 -1.1
Energy 12.3 6.01
Technology 0.61 0.46
Materials 2.45 0.54
Consumer Staples 3.7 4.77
Construction 2.99 0.03
Metals & Mining 6.73 7.72
Financial 20.22 26.45
Automobile 0.59 4.22
Healthcare 3.07 1.79
Services 2.46 1.5
Chemicals 1.34 1.18
Capital Goods 1.52 2.2
Communication 0.83 3.2
Consumer Discretionary 0.08 0.11
Diversified 0.17 0.03

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