- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹20013 Cr | ₹2327 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 | 0.64% | 0.53% |
| 6 Month | 2.91% | 2.84% |
| 1 Year | 6.38% | 6.11% |
| 3 Year | 6.99% | 6.85% |
| 5 Year | 5.8% | 5.66% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.55% | 1.47% |
| 1 Year | 6.1% | 5.85% |
| 3 Year | 6.74% | 6.55% |
| 5 Year | 6.44% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.07% | 6.16% |
| 3 Year | 5.04% | 5.92% |
| 5 Year | 5.42% | 5.33% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.67% | 0.68% |
| Sharp | 2.24% | 2.02% |
| Beta | 0.48% | 0.48% |
| Alpha | 0.27% | 0.14% |
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 | 25.02 | 25.75 |
| Large Cap | 47.06 | 47.75 |
| Mid Cap | 23.14 | 13.18 |
| Small Cap | 4.78 | 13.32 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.55 | 24.39 |
| Communication Services | 3.3 | 1.38 |
| Energy | 3.43 | 4.38 |
| Industrials | 7.77 | 4.18 |
| Technology | 1.8 | 1.61 |
| Consumer Cyclical | 7.12 | 13.14 |
| Basic Materials | 10.13 | 5.26 |
| Healthcare | 4.16 | 2.55 |
| Consumer Defensive | 6.75 | 3.63 |
| Financial Services | 29.34 | 36.62 |
| Utilities | 2.9 | 2.57 |
| Real Estate | 2.76 | 0.28 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns29.76%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.73%
HDFC Income Fund - Growth Option
3Y Returns6.56%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.38%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.13%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.01%
HDFC Small Cap Fund Regular Growth
3Y Returns19.2%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.15%
