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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) | ₹19150 Cr | ₹2438 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 | 0.48% | 0.5% |
| 6 Month | 2.8% | 2.73% |
| 1 Year | 6.31% | 6.15% |
| 3 Year | 7.02% | 6.9% |
| 5 Year | 5.65% | 5.54% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.32% | 1.32% |
| 1 Year | 5.89% | 5.73% |
| 3 Year | 6.77% | 6.61% |
| 5 Year | 6.36% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.74% | 6.15% |
| 3 Year | 4.98% | 5.87% |
| 5 Year | 5.41% | 5.32% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.37% |
| Sharp | 0.71% | 0.36% |
| 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 | 34.63 | 28.17 |
| Large Cap | 40.57 | 48.21 |
| Mid Cap | 20.91 | 11.44 |
| Small Cap | 3.89 | 12.18 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 32.16 | 26.15 |
| Communication Services | 3.2 | 1.71 |
| Energy | 6.12 | 5.34 |
| Industrials | 4.84 | 1.77 |
| Technology | 3.18 | 1.58 |
| Basic Materials | 6.37 | 5.16 |
| Healthcare | 3.61 | 1.71 |
| Consumer Defensive | 5.38 | 3.79 |
| Financial Services | 23.2 | 42.89 |
| Consumer Cyclical | 6.05 | 6.01 |
| Utilities | 3.71 | 3.41 |
| Real Estate | 2.18 | 0.49 |
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