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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) | ₹20107 Cr | ₹2403 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 | 0.45% | 0.49% |
| 6 Month | 2.81% | 2.82% |
| 1 Year | 6.29% | 6.18% |
| 3 Year | 7.05% | 6.95% |
| 5 Year | 5.71% | 5.61% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.39% |
| 1 Year | 5.83% | 5.8% |
| 3 Year | 6.71% | 6.6% |
| 5 Year | 6.37% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.87% | 6.15% |
| 3 Year | 5.01% | 5.88% |
| 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 | 29.5 | 26.25 |
| Large Cap | 43.07 | 48.81 |
| Mid Cap | 22.81 | 11.01 |
| Small Cap | 4.63 | 13.93 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 26.72 | 24.1 |
| Communication Services | 3.12 | 1.96 |
| Energy | 5.88 | 5.15 |
| Industrials | 6.39 | 2.4 |
| Technology | 3.43 | 2.03 |
| Basic Materials | 8.43 | 4.58 |
| Healthcare | 3.28 | 2.16 |
| Consumer Defensive | 6.49 | 3.94 |
| Financial Services | 25.25 | 44.86 |
| Consumer Cyclical | 5.08 | 5.66 |
| Utilities | 3.37 | 2.95 |
| Real Estate | 2.56 | 0.21 |
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