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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) | ₹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 | 0.51% | 0.48% |
| 6 Month | 3.41% | 3.3% |
| 1 Year | 7.22% | 7.07% |
| 3 Year | 6.27% | 6.17% |
| 5 Year | 5.46% | 5.34% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.92% | 6.77% |
| 3 Year | 6.99% | 6.89% |
| 5 Year | 6.1% | 6% |
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 | 0.67% | 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 | 100.54 |
| 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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