SBI Arbitrage Opportunities Fund vs HSBC Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹37606 Cr | ₹2444 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 2006 | 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 | 252% | 299% |
Expense Ratio | 0.94 | 0.93 |
Manager | R Arun | Mahesh A Chhabria |
ISIN Code | INF200K01156 | INF917K01QL8 |
Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.5% | 0.45% |
6 Month | 3.39% | 3.12% |
1 Year | 7.02% | 6.62% |
3 Year | 7.19% | 6.8% |
5 Year | 5.77% | 5.47% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.71% | 1.58% |
1 Year | 7% | 6.56% |
3 Year | 7.29% | 6.96% |
5 Year | 6.65% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.52% | 6.13% |
3 Year | 6.17% | 5.81% |
5 Year | 6.93% | 5.3% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.52% | 0.52% |
Sharp | 0.60% | -0.21% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | R Arun | Mahesh A Chhabria |
Total AUM | ₹207055 Cr | ₹15021 Cr |
Funds Managed | 8 | 9 |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 31.9 | 29.88 |
Large Cap | 51.03 | 44.86 |
Mid Cap | 13.67 | 13.57 |
Small Cap | 3.4 | 11.7 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 30.06 | 28.19 |
Energy | 3.76 | 2.36 |
Utilities | 3.4 | 3.38 |
Industrials | 6.15 | 2.86 |
Technology | 5.85 | 2.17 |
Basic Materials | 7.59 | 3.64 |
Healthcare | 3.81 | 4.83 |
Consumer Defensive | 4.89 | 4.45 |
Financial Services | 26.42 | 40.29 |
Consumer Cyclical | 4.83 | 6.2 |
Real Estate | 0.98 | 0.35 |
Communication Services | 2.27 | 1.27 |
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