Aditya Birla Sun Life Arbitrage Fund vs HSBC Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Arbitrage Fund and HSBC Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Aditya Birla Sun Life Arbitrage Fund (Direct) returned 7.4% a year and HSBC Arbitrage Fund (Direct) returned 7.2% a year. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and HSBC Arbitrage Fund 1.45% (Direct plans). Their portfolios overlap 34.7%: they hold 120 of the same securities.
Aditya Birla Sun Life Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.23%
- NAV
- ₹31.18
Which is better, Aditya Birla Sun Life Arbitrage or HSBC Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life Arbitrage returned more over 3 years: 7.4% a year against 7.2%.
- Aditya Birla Sun Life Arbitrage returned more over 1 year: 6.8% against 6.5%.
- Aditya Birla Sun Life Arbitrage costs less: 1.23% a year against 1.45% (Direct plans).
- Aditya Birla Sun Life Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- HSBC Arbitrage fell less in its worst fall since 28-11-2022: −0.3% against −0.5%.
- Aditya Birla Sun Life Arbitrage is the larger fund: ₹26,933 Cr against ₹3,633 Cr.
- Their portfolios overlap 34.7%: 120 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Arbitrage Fund | HSBC Arbitrage Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | HSBC Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹26,933 Cr (30-09-2026) | ₹3,633 Cr (30-09-2026) |
| NAV | ₹31.18 (Direct) | ₹22.08 (Direct) |
| Expense ratio (Direct) | 1.23% | 1.45% |
| Expense ratio (Regular) | 1.94% | 2.07% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Launch date | 24-07-2009 | 30-06-2014 |
| Minimum investment | ₹1,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Lovelish Solanki, Mohit Sharma, Krina Mehta | Praveen Ayathan, Mahesh Chhabria, Mohd. Asif Rizwi |
| Exit load | Nil | Exit load of 0.25% if redeemed within 1 month |
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage Fund (Direct) | +0.50% | +1.55% | +3.30% | +6.75% | +7.40% | +6.85% | +6.38% |
| HSBC Arbitrage Fund (Direct) | +0.45% | +1.44% | +3.16% | +6.54% | +7.17% | -- | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | -- | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Arbitrage | HSBCHSBC Arbitrage |
|---|---|---|
| 2026to date | +5.49% | +5.31% |
| 2025 | +7.20% | +6.93% |
| 2024 | +8.30% | +8.05% |
| 2023 | +7.86% | +7.79% |
| 2022 | +4.80% | -- |
| 2021 | +4.52% | -- |
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 227 of them, one for each trading day from 28-11-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Arbitrage Fund (Direct)
HSBC Arbitrage Fund (Direct)
to
Dec 2025Feb 2023
to
Feb 2026Apr 2023
to
Apr 2026Jun 2023
to
Jun 2026Aug 2023
to
Aug 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.6% | 7.6% | 7.3% | 7.9% |
| HSBC Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.4% | 7.4% | 7.1% | 7.7% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 28-11-2022. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-11-2022 to 30-10-2026: 48 instalments, ₹4,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct) | ₹4,80,000 | ₹5,55,336 | ₹75,336 | 7.3% |
| HSBC ArbitrageHSBC Arbitrage Fund (Direct) | ₹4,80,000 | ₹5,52,835 | ₹72,835 | 7.0% |
Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct)
HSBC ArbitrageHSBC Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | HSBC Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.75% | +6.54% |
| Standard deviation | 1.34% | 1.35% |
| Sharpe ratio | 1.13 | 0.96 |
| Sortino ratio | 1.77 | 1.45 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.3% (26-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | HSBC Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.40% | +7.17% |
| Standard deviation | 1.07% | 1.10% |
| Sharpe ratio | 1.29 | 1.04 |
| Sortino ratio | 2.00 | 1.56 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.3% (26-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | HSBC Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.97% | +7.37% |
| Standard deviation | 1.10% | 1.04% |
| Sharpe ratio | 0.84 | 1.15 |
| Sortino ratio | 1.31 | 1.72 |
| Maximum drawdown | −0.5% (25-03-2020) | −0.3% (26-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Arbitrage Fund (Direct)
HSBC Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage Fund (Direct) | −0.5% | 03-08-2026 | 06-08-2026 | 31-08-2026 | 25 days | 0.0% |
| HSBC Arbitrage Fund (Direct) | −0.3% | 24-08-2026 | 26-08-2026 | 01-09-2026 | 6 days | −0.1% |
From daily values since 28-11-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Arbitrage Fund (Direct)
HSBC Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Arbitrage Fund (Direct)
HSBC Arbitrage Fund (Direct)
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Arbitrage Fund, September 2026; HSBC Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 34.7%
- Held by both
- 120
- Only in Aditya Birla Sun Life Arbitrage
- 80
- Only in HSBC Arbitrage
- 15
| Security | % of Aditya Birla Sun Life Arbitrage | % of HSBC Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 3.52% | 4.78% |
| ICICI Bank Ltd. | 3.37% | 5.32% |
| Reliance Industries Ltd. | 2.87% | 4.84% |
| Axis Bank Ltd. | 2.20% | 1.26% |
| Steel Authority of India Ltd. | 1.15% | 3.24% |
| JSW Steel Ltd. | 1.01% | 1.11% |
| Tata Steel Ltd. | 0.83% | 0.88% |
| State Bank of India | 1.60% | 0.82% |
| NMDC Ltd. | 0.79% | 1.17% |
| ITC Ltd. | 0.87% | 0.78% |
| Jio Financial Services Ltd. | 0.77% | 0.94% |
| The Federal Bank Ltd. | 0.64% | 0.66% |
| Indus Towers Ltd. | 1.10% | 0.64% |
| Bajaj Finance Ltd. | 0.59% | 0.98% |
| Vodafone Idea Ltd. | 2.35% | 0.57% |
| Yes Bank Ltd. | 0.54% | 1.83% |
| Kalyan Jewellers India Ltd. | 0.49% | 0.78% |
| Adani Enterprises Ltd. | 0.69% | 0.49% |
| Glenmark Pharmaceuticals Ltd. | 0.49% | 0.97% |
| Coal India Ltd. | 0.71% | 0.41% |
| Manappuram Finance Ltd. | 0.41% | 1.05% |
| Canara Bank | 0.38% | 3.04% |
| Cummins India Ltd. | 0.38% | 0.42% |
| LIC Housing Finance Ltd. | 0.36% | 0.75% |
| Adani Energy Solutions Ltd. | 0.35% | 1.24% |
| Sun Pharmaceutical Industries Ltd. | 0.35% | 0.73% |
| HDFC Life Insurance Company Ltd. | 0.35% | 1.26% |
| Crompton Greaves Consumer Electricals Ltd. | 0.35% | 2.00% |
| Infosys Ltd. | 0.35% | 0.80% |
| Bandhan Bank Ltd. | 0.32% | 2.36% |
| Biocon Ltd. | 0.30% | 0.39% |
| Bharti Airtel Ltd. | 2.38% | 0.30% |
| IndusInd Bank Ltd. | 0.57% | 0.30% |
| Ambuja Cements Ltd. | 0.30% | 0.79% |
| AU Small Finance Bank Ltd. | 0.30% | 0.73% |
| Power Finance Corporation Ltd. | 0.27% | 0.51% |
| Punjab National Bank | 0.26% | 1.45% |
| Kotak Mahindra Bank Ltd. | 1.29% | 0.26% |
| Godrej Properties Ltd. | 0.26% | 1.28% |
| HDFC Asset Management Co. Ltd. | 0.22% | 0.43% |
| Container Corporation of India Ltd. | 0.22% | 0.56% |
| Bharat Heavy Electricals Ltd. | 0.21% | 0.52% |
| Divi's Laboratories Ltd. | 0.21% | 0.83% |
| Muthoot Finance Ltd. | 0.32% | 0.21% |
| Jindal Steel Ltd. | 0.20% | 0.28% |
| NBCC (India) Ltd. | 0.19% | 0.62% |
| Bank of Baroda | 0.29% | 0.19% |
| Adani Power Ltd. | 0.18% | 2.55% |
| RBL Bank Ltd. | 0.28% | 0.18% |
| Bank of India | 0.18% | 0.29% |
| Laurus Labs Ltd. | 0.17% | 0.38% |
| IDFC First Bank Ltd. | 0.17% | 1.47% |
| APL Apollo Tubes Ltd. | 0.70% | 0.17% |
| Tata Consumer Products Ltd. | 0.23% | 0.17% |
| Varun Beverages Ltd. | 0.17% | 1.74% |
| GE Vernova T&D India Ltd. | 0.34% | 0.16% |
| Life Insurance Corporation of India | 0.15% | 0.46% |
| Hindustan Unilever Ltd. | 0.14% | 0.29% |
| Indian Energy Exchange Ltd. | 0.14% | 1.04% |
| Indian Oil Corporation Ltd. | 0.31% | 0.14% |
| PB Fintech Ltd. | 0.64% | 0.13% |
| Adani Green Energy Ltd. | 0.19% | 0.13% |
| Apollo Hospitals Enterprise Ltd. | 0.56% | 0.12% |
| The Indian Hotels Company Ltd. | 0.11% | 0.25% |
| GAIL (India) Ltd. | 0.11% | 0.13% |
| PNB Housing Finance Ltd. | 0.38% | 0.10% |
| Fortis Healthcare Ltd. | 0.17% | 0.09% |
| Bharat Forge Ltd. | 0.10% | 0.09% |
| Inox Wind Ltd. | 0.08% | 0.65% |
| Eternal Ltd. | 0.26% | 0.08% |
| Tata Motors Passenger Vehicles Ltd. | 0.07% | 0.21% |
| Hindalco Industries Ltd. | 1.18% | 0.07% |
| Vedanta Ltd. | 1.08% | 0.07% |
| Aditya Birla Capital Ltd. | 0.40% | 0.07% |
| Sagility Ltd. | 0.14% | 0.07% |
| Suzlon Energy Ltd. | 0.12% | 0.07% |
| Delhivery Ltd. | 0.11% | 0.07% |
| Maruti Suzuki India Ltd. | 0.73% | 0.06% |
| Hindustan Aeronautics Ltd. | 0.52% | 0.06% |
| Mphasis Ltd. | 0.06% | 0.41% |
| Ashok Leyland Ltd. | 0.39% | 0.05% |
| Voltas Ltd. | 0.12% | 0.05% |
| Tech Mahindra Ltd. | 0.08% | 0.05% |
| Tube Investments of India Ltd. | 0.07% | 0.05% |
| Colgate Palmolive (India) Ltd. | 0.04% | 0.13% |
| Larsen & Toubro Ltd. | 1.61% | 0.04% |
| Coforge Ltd. | 0.39% | 0.04% |
| Bajaj Finserv Ltd. | 0.34% | 0.04% |
| SBI Life Insurance Co. Ltd. | 0.22% | 0.04% |
| PG Electroplast Ltd. | 0.20% | 0.04% |
| Marico Ltd. | 0.19% | 0.04% |
| Hindustan Petroleum Corporation Ltd. | 0.18% | 0.04% |
| Tata Power Company Ltd. | 0.17% | 0.04% |
| Interglobe Aviation Ltd. | 0.55% | 0.03% |
| Hitachi Energy India Ltd. | 0.41% | 0.03% |
| Bharat Electronics Ltd. | 0.39% | 0.03% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.34% | 0.03% |
| ICICI Lombard General Insurance Company Ltd. | 0.15% | 0.03% |
| Lupin Ltd. | 0.14% | 0.03% |
| Computer Age Management Services Ltd. | 0.11% | 0.03% |
| Avenue Supermarts Ltd. | 0.05% | 0.03% |
| Aurobindo Pharma Ltd. | 0.65% | 0.02% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.02% |
| Cipla Ltd. | 0.31% | 0.02% |
| Shriram Finance Ltd. | 0.29% | 0.02% |
| Union Bank of India | 0.21% | 0.02% |
| One 97 Communications Ltd. | 0.18% | 0.02% |
| Amber Enterprises India Ltd. | 0.05% | 0.02% |
| Dabur India Ltd. | 0.02% | 0.05% |
| NTPC Ltd. | 1.19% | 0.01% |
| TVS Motor Company Ltd. | 0.71% | 0.01% |
| Adani Ports and Special Economic Zone Ltd. | 0.39% | 0.01% |
| Alkem Laboratories Ltd. | 0.26% | 0.01% |
| National Aluminium Company Ltd. | 0.22% | 0.01% |
| Supreme Industries Ltd. | 0.14% | 0.01% |
| Power Grid Corporation of India Ltd. | 0.13% | 0.01% |
| Bosch Ltd. | 0.10% | 0.01% |
| SRF Ltd. | 0.07% | 0.01% |
| SBI Cards & Payment Services Ltd. | 0.03% | 0.01% |
| UNO Minda Ltd. | 0.01% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 34.7% means 34.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Arbitrage Fund
| Security | % of fund |
|---|---|
| Aditya Birla Sun Life Money Market Fund - Growth - Direct Plan | 10.18% |
| Aditya Birla Sun Life Floating Interest Rate Fund-Direct Plan-Growth | 3.56% |
| Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan | 2.55% |
| HDFC Bank Ltd. (15/02/2027) | 1.45% |
| Small Industries Development Bank of India (28/01/2027) | 1.36% |
Largest holdings only in HSBC Arbitrage Fund
| Security | % of fund |
|---|---|
| HSBC Money Market Fund - Direct Growth | 14.34% |
| HDFC Bank Limited | 2.01% |
| NABARD | 2.00% |
| HSBC Ultra Short Term Fund - Direct Growth | 1.76% |
| Axis Bank Limited | 1.35% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Arbitrage | HSBC Arbitrage |
|---|---|---|
| Equity | 69.3% | 69.0% |
| Debt | 10.5% | 12.7% |
| Cash and others | 20.1% | 18.3% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Arbitrage | HSBC Arbitrage |
|---|---|---|
| Large Cap | 50.4% | 43.9% |
| Mid Cap | 15.6% | 16.1% |
| Small Cap | 3.4% | 9.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Arbitrage | HSBC Arbitrage |
|---|---|---|
| Banks | 16.4% | 25.0% |
| Telecom - Services | 5.8% | 1.5% |
| Ferrous Metals | 3.2% | 5.5% |
| Petroleum Products | 3.9% | 5.0% |
| Finance | 4.5% | 4.8% |
| Power | 2.5% | 4.0% |
| Pharmaceuticals & Biotechnology | 3.3% | 3.4% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Arbitrage vs HSBC Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Arbitrage Fund | HSBC Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.23% | 1.45% |
| Base expense ratio (Direct) | 0.27% | 0.22% |
| Total expense ratio (Regular) | 1.94% | 2.07% |
| Base expense ratio (Regular) | 0.88% | 0.75% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Arbitrage with
Aditya Birla Sun Life Arbitrage Fund vs HSBC Arbitrage Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Arbitrage Fund and HSBC Arbitrage Fund?
Both are Arbitrage funds, run by Aditya Birla Sun Life Mutual Fund and HSBC Mutual Fund. Their portfolios overlap 34.7%. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and HSBC Arbitrage Fund 1.45%.
Which has given higher returns, Aditya Birla Sun Life Arbitrage Fund or HSBC Arbitrage Fund?
Over 1 year: Aditya Birla Sun Life Arbitrage Fund +6.75%, HSBC Arbitrage Fund +6.54%. Over 3 years: Aditya Birla Sun Life Arbitrage Fund +7.40% a year, HSBC Arbitrage Fund +7.17% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Arbitrage Fund or HSBC Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund charges less: 1.23% a year against 1.45%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Arbitrage Fund and HSBC Arbitrage Fund overlap?
34.7%. They hold 120 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Arbitrage Fund or HSBC Arbitrage Fund?
On SEBI's riskometer, Aditya Birla Sun Life Arbitrage Fund is rated Low and HSBC Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.07% and 1.10% a year.
Which is better for SIP, Aditya Birla Sun Life Arbitrage Fund or HSBC Arbitrage Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,12,735 in Aditya Birla Sun Life Arbitrage Fund (XIRR 7.1% a year) and ₹4,11,253 in HSBC Arbitrage Fund (XIRR 6.8% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Arbitrage Fund and HSBC Arbitrage Fund?
Yes. 34.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life Arbitrage Fund and HSBC Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund: Lovelish Solanki, Mohit Sharma, Krina Mehta. HSBC Arbitrage Fund: Praveen Ayathan, Mahesh Chhabria, Mohd. Asif Rizwi.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.