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HSBC Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹18596 Cr | ₹2374 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 2018 | 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 | 487.73% | 299% |
| Expense Ratio | 1.08 | 0.93 |
| Manager | Sailesh Jain | Mahesh A Chhabria |
| ISIN Code | INF277K015Q7 | INF917K01QL8 |
| Exits Load | Tata Arbitrage Fund - 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 | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.3% | 0.32% |
| 6 Month | 3.13% | 2.94% |
| 1 Year | 6.57% | 6.31% |
| 3 Year | 6.92% | 6.79% |
| 5 Year | 5.62% | 5.48% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 1.33% |
| 1 Year | 6.27% | 6% |
| 3 Year | 6.94% | 6.75% |
| 5 Year | 6.37% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.51% | 6.13% |
| 3 Year | 4.92% | 5.81% |
| 5 Year | 5.38% | 5.3% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.39% |
| Sharp | 0.59% | 0.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Sailesh Jain | Mahesh A Chhabria |
| Total AUM | ₹17041 Cr | ₹15021 Cr |
| Funds Managed | 7 | 9 |
| Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 39.01 | 32.77 |
| Large Cap | 41.73 | 47.14 |
| Mid Cap | 16.34 | 11.73 |
| Small Cap | 2.92 | 8.36 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 35.67 | 31.71 |
| Communication Services | 2.78 | 0.22 |
| Energy | 4.76 | 3.93 |
| Industrials | 6.04 | 3 |
| Technology | 6.11 | 3.94 |
| Basic Materials | 5.06 | 3.12 |
| Healthcare | 4.82 | 3.73 |
| Consumer Defensive | 5.24 | 3.88 |
| Financial Services | 17.49 | 37.83 |
| Consumer Cyclical | 6.51 | 4.62 |
| Utilities | 3.85 | 3.29 |
| Real Estate | 1.66 | 0.72 |
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