HSBC Arbitrage Fund vs Tata 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 Risk | Low Risk |
Asset Size (Cr) | ₹12921 Cr | ₹2225 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 | 0.58% | 0.58% |
6 Month | 3.45% | 3.34% |
1 Year | 7.17% | 6.99% |
3 Year | 6.33% | 6.22% |
5 Year | 5.47% | 5.35% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.96% | 6.8% |
3 Year | 7% | 6.89% |
5 Year | 6.12% | 6.02% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 5.21% | 6.1% |
3 Year | 4.79% | 5.68% |
5 Year | 5.34% | 5.27% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.593% | 0.613% |
Sharp | -0.246% | -0.448% |
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 |
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 | 100.54 |
Large Cap | -0.24 | 45.39 |
Mid Cap | -0.08 | 20.61 |
Small Cap | 0 | 11.66 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 31.81 | 100.54 |
Petroleum Products | -0.02 | 5.76 |
Electrical Equipment | -0.01 | 2.16 |
Industrial Products | -0.01 | 0.32 |
IT - Software | -0.02 | 0.65 |
Pharmaceuticals & Biotechnology | 0.02 | 5.14 |
Cement & Cement Products | -0.02 | 1.23 |
Personal Products | -0.01 | 0.01 |
Construction | -0.01 | 0.38 |
Ferrous Metals | 0 | 2.47 |
Finance | -0.02 | 4.75 |
Capital Markets | -0.01 | 1.94 |
Banks | -0.07 | 27.65 |
Diversified FMCG | 0.01 | - |
Non - Ferrous Metals | 0 | 0.05 |
Agricultural, Commercial & Construction Vehicles | 0 | - |
Chemicals & Petrochemicals | 0 | 1.88 |
Leisure Services | 0 | - |
Automobiles | -0.04 | 3.16 |
Aerospace & Defense | -0.01 | 1.35 |
Realty | -0.01 | 1.28 |
Transport Services | -0.01 | 0.44 |
Telecom - Services | -0.02 | 1.55 |
Insurance | 0 | 0.8 |
Gas | 0 | 0.41 |
Fertilizers & Agrochemicals | 0 | 0.42 |
Consumer Durables | 0 | 3.18 |
Entertainment | 0 | 0.07 |
Agricultural Food & other Products | 0 | 0.05 |
Diversified Metals | 0 | 2.48 |
Oil | 0 | 0.17 |
Food Products | 0 | - |
Power | -0.01 | 3.58 |
Auto Components | 0 | 1.29 |
Healthcare Services | 0 | 0.39 |
Metals & Minerals Trading | -0.01 | - |
Consumable Fuels | 0 | 0.2 |
Minerals & Mining | 0 | 0.72 |
Retailing | 0 | 1.66 |
Beverages | 0 | - |
Transport Infrastructure | -0.01 | - |
IT - Services | - | 0.04 |
Financial Technology (Fintech) | - | 0.03 |
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