HSBC Arbitrage Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

tortoise-icon HSBC Arbitrage Fund - Regular Growth

Invest Now

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) ₹11519 Cr ₹2419 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹150 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2018 30 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Close Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 299%
Expense Ratio 1.07 0.95
Manager Sailesh Jain Mahesh A Chhabria
ISIN Code INF277K015Q7 INF917K01QL8
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
1 Month 0.66% 0.66%
6 Month 3.62% 3.5%
1 Year 7.58% 7.45%
3 Year 6.06% 5.96%
5 Year 5.4% 5.29%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -31.8 3.57
Large Cap 27.94 39.79
Mid Cap 5.41 12.31
Small Cap 2.74 3.44

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

HSBC Arbitrage Fund - Regular Growth

Capital Goods -0.02 2.2
Healthcare -0.02 1.79
Financial 2.77 26.45
Consumer Staples 5.1868231931707E-16 4.77
Energy -0.04 6.01
Chemicals -0.01 1.18
Automobile -0.03 4.22
Services -0.0099999999999999 1.5
Metals & Mining -0.020000000000001 7.72
Materials -0.01 0.54
Diversified 0 0.03
Technology -0.01 0.46
Construction 0 0.03
Communication 1.69 3.2
Others - -1.1
Consumer Discretionary - 0.11

Top Comparisons

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns16%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns15.92%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns12.99%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns13.18%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns5.75%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.55%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns18.18%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns12.83%

Compare Now
Request call back
Add to Cart Successfully