- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.52% | 0.53% |
| 6 Month | 2.87% | 2.71% |
| 1 Year | 6.56% | 6.29% |
| 3 Year | 7.23% | 6.9% |
| 5 Year | 5.88% | 5.53% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.36% | 1.33% |
| 1 Year | 6.05% | 5.78% |
| 3 Year | 6.91% | 6.63% |
| 5 Year | 6.58% | 6.22% |
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 | 0.39% | 0.37% |
| Sharp | 1.25% | 0.36% |
| 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 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.33%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns13.06%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.52%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.17%
Kotak Credit Risk Fund - Growth
3Y Returns7.67%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.5%
Kotak Midcap Fund - Growth
3Y Returns21.06%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.73%
