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) | ₹39217 Cr | ₹2438 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 | 0.58% | 0.58% |
| 6 Month | 2.93% | 2.74% |
| 1 Year | 6.61% | 6.3% |
| 3 Year | 7.15% | 6.81% |
| 5 Year | 5.86% | 5.5% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.46% | 1.42% |
| 1 Year | 6.36% | 6.04% |
| 3 Year | 7.03% | 6.73% |
| 5 Year | 6.62% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.55% | 6.14% |
| 3 Year | 6.19% | 5.84% |
| 5 Year | 6.91% | 5.31% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.39% |
| Sharp | 1.04% | 0.15% |
| Beta | - | - |
| Alpha | - | - |
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 | 30.48 | 28.17 |
| Large Cap | 50.38 | 48.21 |
| Mid Cap | 16.4 | 11.44 |
| Small Cap | 2.74 | 12.18 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 29.12 | 26.15 |
| Energy | 5.44 | 5.34 |
| Industrials | 6.28 | 1.77 |
| Technology | 5.56 | 1.58 |
| Basic Materials | 6.25 | 5.16 |
| Healthcare | 3.86 | 1.71 |
| Consumer Defensive | 4.22 | 3.79 |
| Financial Services | 25.87 | 42.89 |
| Consumer Cyclical | 6.26 | 6.01 |
| Real Estate | 1.42 | 0.49 |
| Utilities | 2.59 | 3.41 |
| Communication Services | 3.12 | 1.71 |
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