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) | ₹14982 Cr | ₹2272 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 | 0.5% | 0.54% |
6 Month | 3.36% | 3.21% |
1 Year | 6.92% | 6.71% |
3 Year | 6.84% | 6.7% |
5 Year | 5.52% | 5.43% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.66% | 1.61% |
1 Year | 6.86% | 6.64% |
3 Year | 7.14% | 6.99% |
5 Year | 6.38% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 5.38% | 6.12% |
3 Year | 4.87% | 5.76% |
5 Year | 5.36% | 5.29% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.49% | 0.52% |
Sharp | 0.12% | -0.20% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 37.85 | 31.92 |
Large Cap | 42.3 | 44.38 |
Mid Cap | 15.77 | 12.78 |
Small Cap | 4.09 | 10.92 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.72 | 29.47 |
Communication Services | 3.3 | 1.31 |
Basic Materials | 5.9 | 3.68 |
Energy | 5.83 | 3.02 |
Industrials | 6.21 | 2.83 |
Technology | 3.95 | 3.52 |
Healthcare | 5.61 | 4.12 |
Consumer Defensive | 5.42 | 2.56 |
Financial Services | 18.62 | 42.01 |
Consumer Cyclical | 5.81 | 3.78 |
Utilities | 4 | 3.03 |
Real Estate | 1.62 | 0.67 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns7.52%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.52%
Franklin Build India Fund Growth Plan
3Y Returns33.31%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns27.8%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns11.21%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.99%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns21.37%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns27.52%