HSBC Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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	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)	₹41083 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

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
1 Month	0.55%	0.59%
6 Month	2.88%	2.83%
1 Year	6.47%	6.19%
3 Year	7.15%	6.87%
5 Year	6.01%	5.64%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
6 Month	1.46%	1.47%
1 Year	6.07%	5.89%
3 Year	6.83%	6.58%
5 Year	6.62%	6.28%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
1 Year	6.56%	6.16%
3 Year	6.25%	5.92%
5 Year	6.85%	5.33%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.69%	0.68%
Sharp	2.75%	2.24%
Beta	0.46%	0.47%
Alpha	0.57%	0.25%

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

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
Others	-51.25	28083.68
Large Cap	53.91	47.01
Mid Cap	17.55	11.36
Small Cap	3.4	16.52

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	HSBC Arbitrage Fund - Regular Growth
Others	-51.25	28083.68
Petroleum Products	3.31	4.66
Electrical Equipment	0.66	0.32
IT - Software	4.23	0.88
Pharmaceuticals & Biotechnology	3.29	2.93
Personal Products	0.38	0.01
Construction	1.09	0.55
Finance	6.92	12.03
Ferrous Metals	2.51	2.09
Consumer Durables	1.67	1.51
Capital Markets	0.7	1.43
Healthcare Services	0.94	0.08
Banks	18.07	27.84
Diversified FMCG	2.34	1.6
Non - Ferrous Metals	1.44	0.66
Cement & Cement Products	1.34	0.14
Leisure Services	0.45	0.08
Automobiles	2.68	0.03
Aerospace & Defense	2.2	0.44
Auto Components	1.1	1.17
Realty	1.66	0.21
Insurance	0.55	0.65
Transport Services	0.33	1.29
Power	2.36	1.87
Telecom - Services	3.65	1.5
Gas	0.24	0.2
IT - Services	0.19	0.05
Agricultural Food & other Products	0.95	2.06
Industrial Products	0.59	0.22
Beverages	0.58	0.29
Diversified Metals	1.12	0.17
Oil	0.17	-
Food Products	0.53	-
Industrial Manufacturing	0.18	-
Chemicals & Petrochemicals	0.66	0.05
Financial Technology (Fintech)	1.2	-
Metals & Minerals Trading	0.3	-
Consumable Fuels	0.8	0.01
Minerals & Mining	0.61	1.02
Fertilizers & Agrochemicals	0.07	0.07
Retailing	1.54	6.52
Transport Infrastructure	1.26	0.26