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) | ₹41552 Cr | ₹2374 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 | 0.3% | 0.31% |
6 Month | 3.17% | 2.93% |
1 Year | 6.62% | 6.28% |
3 Year | 7.16% | 6.79% |
5 Year | 5.81% | 5.48% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.42% | 1.33% |
1 Year | 6.4% | 6% |
3 Year | 7.07% | 6.75% |
5 Year | 6.6% | 6.22% |
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 | 0.39% | 0.39% |
Sharp | 1.19% | 0.19% |
Beta | - | - |
Alpha | - | - |
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 | 32.34 | 32.77 |
Large Cap | 49.76 | 47.14 |
Mid Cap | 15.17 | 11.73 |
Small Cap | 2.74 | 8.36 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 30.85 | 31.71 |
Energy | 4.69 | 3.93 |
Utilities | 3.11 | 3.29 |
Industrials | 5.61 | 3 |
Technology | 6.2 | 3.94 |
Basic Materials | 6.49 | 3.12 |
Healthcare | 4.2 | 3.73 |
Consumer Defensive | 4.31 | 3.88 |
Financial Services | 26.08 | 37.83 |
Consumer Cyclical | 5.05 | 4.62 |
Real Estate | 1.28 | 0.72 |
Communication Services | 2.13 | 0.22 |
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