HSBC Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹41714 Cr | ₹2327 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 299% |
| Expense Ratio | 0.94 | 0.93 |
| Manager | R Arun | Mahesh A Chhabria |
| ISIN Code | INF200K01156 | INF917K01QL8 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.63% | 0.62% |
| 6 Month | 2.95% | 2.85% |
| 1 Year | 6.47% | 6.14% |
| 3 Year | 7.12% | 6.83% |
| 5 Year | 6.06% | 5.67% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 1.47% |
| 1 Year | 6.12% | 5.85% |
| 3 Year | 6.83% | 6.55% |
| 5 Year | 6.64% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.55% | 6.16% |
| 3 Year | 6.25% | 5.92% |
| 5 Year | 6.82% | 5.33% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.68% |
| Sharp | 2.48% | 2.02% |
| Beta | 0.47% | 0.48% |
| Alpha | 0.43% | 0.14% |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | R Arun | Mahesh A Chhabria |
| Total AUM | ₹207055 Cr | ₹15021 Cr |
| Funds Managed | 8 | 9 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 34.01 | 25.75 |
| Large Cap | 51.26 | 47.75 |
| Mid Cap | 18.02 | 13.18 |
| Small Cap | 2.72 | 13.32 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 31.13 | 24.39 |
| Communication Services | 4.01 | 1.38 |
| Energy | 4.15 | 4.38 |
| Industrials | 6.77 | 4.18 |
| Technology | 4.72 | 1.61 |
| Consumer Cyclical | 7.12 | 13.14 |
| Basic Materials | 8.86 | 5.26 |
| Healthcare | 4.29 | 2.55 |
| Consumer Defensive | 4.41 | 3.63 |
| Financial Services | 26.13 | 36.62 |
| Real Estate | 1.75 | 0.28 |
| Utilities | 2.67 | 2.57 |
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