Tata Arbitrage Fund vs HSBC 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) | ₹15922 Cr | ₹2444 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 | 0.51% | 0.45% |
6 Month | 3.31% | 3.12% |
1 Year | 6.92% | 6.62% |
3 Year | 6.94% | 6.8% |
5 Year | 5.59% | 5.47% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.65% | 1.58% |
1 Year | 6.82% | 6.56% |
3 Year | 7.13% | 6.96% |
5 Year | 6.4% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 5.51% | 6.13% |
3 Year | 4.92% | 5.81% |
5 Year | 5.38% | 5.3% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.49% | 0.52% |
Sharp | 0.12% | -0.21% |
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 | 29.88 |
Large Cap | 42.3 | 44.86 |
Mid Cap | 15.77 | 13.57 |
Small Cap | 4.09 | 11.7 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.72 | 28.19 |
Communication Services | 3.3 | 1.27 |
Basic Materials | 5.9 | 3.64 |
Energy | 5.83 | 2.36 |
Industrials | 6.21 | 2.86 |
Technology | 3.95 | 2.17 |
Healthcare | 5.61 | 4.83 |
Consumer Defensive | 5.42 | 4.45 |
Financial Services | 18.62 | 40.29 |
Consumer Cyclical | 5.81 | 6.2 |
Utilities | 4 | 3.38 |
Real Estate | 1.62 | 0.35 |
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