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) ₹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 0.58% 0.56%
6 Month 3.58% 3.46%
1 Year 7.56% 7.47%
3 Year 5.73% 5.64%
5 Year 5.34% 5.23%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 3.64% 3.59%
3 Year 10.09% 9.97%
5 Year 15.19% 14.94%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth HSBC Arbitrage Fund - Regular Growth
1 Year 4.72% 4.62%
3 Year 11.96% 11.73%
5 Year 15.38% 15.09%

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 -31.8 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

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