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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) | ₹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 | - | - |
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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 |
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