HSBC Arbitrage Fund vs Tata Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12432 Cr ₹2441 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 0.59% 0.6%
6 Month 3.31% 3.22%
1 Year 7.29% 7.09%
3 Year 6.24% 6.14%
5 Year 5.45% 5.33%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 6.95% 6.77%
3 Year 6.94% 6.83%
5 Year 6.05% 5.94%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
1 Year 5.06% 6.09%
3 Year 4.72% 5.62%
5 Year 5.33% 5.27%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.67% 0.68%
Sharp -1.47% -1.55%
Beta 0.84% 0.86%
Alpha -0.44% -0.51%

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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
Fund Manage 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 31.84 100.47
Large Cap -0.24 50.39
Mid Cap -0.08 15.71
Small Cap 0 11.77

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

HSBC Arbitrage Fund - Regular Growth

Others 31.81 100.47
Petroleum Products -0.02 6.02
Electrical Equipment -0.01 2.07
Industrial Products -0.01 0.01
IT - Software -0.02 1.94
Pharmaceuticals & Biotechnology 0.02 6.47
Cement & Cement Products -0.02 1.02
Personal Products -0.01 0.03
Construction -0.01 0.33
Ferrous Metals 0 1.99
Finance -0.02 4.45
Capital Markets -0.01 1.77
Banks -0.07 26.89
Diversified FMCG 0.01 0.22
Non - Ferrous Metals 0 0.18
Agricultural, Commercial & Construction Vehicles 0 -
Chemicals & Petrochemicals 0 2.04
Leisure Services 0 0.27
Automobiles -0.04 1.89
Aerospace & Defense -0.01 1.39
Realty -0.01 1.19
Transport Services -0.01 0.37
Telecom - Services -0.02 2.4
Insurance 0 0.7
Gas 0 0.76
Fertilizers & Agrochemicals 0 0.53
Consumer Durables 0 2.98
Entertainment 0 -
Agricultural Food & other Products 0 0.37
Diversified Metals 0 2.69
Oil 0 0.18
Food Products 0 -
Power -0.01 2.89
Auto Components 0 1.18
Healthcare Services 0 0.1
Metals & Minerals Trading -0.01 -
Consumable Fuels 0 0.05
Minerals & Mining 0 0.86
Retailing 0 1.4
Beverages 0 0.19
Transport Infrastructure -0.01 0.05

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