Aditya Birla Sun Life Arbitrage Fund vs Tata Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹23581 Cr | ₹19150 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Jul 2009 | 18 Dec 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1085% | 487.73% |
Expense Ratio | 1.01 | 1.08 |
Manager | Pranav Gupta | Sailesh Jain |
ISIN Code | INF209K01264 | INF277K015Q7 |
Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.53% | 0.49% |
6 Month | 2.98% | 2.96% |
1 Year | 6.62% | 6.57% |
3 Year | 6.98% | 6.96% |
5 Year | 5.67% | 5.65% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.3% | 1.32% |
1 Year | 5.99% | 6.02% |
3 Year | 6.84% | 6.82% |
5 Year | 6.37% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.42% | 5.67% |
3 Year | 6.15% | 4.95% |
5 Year | 6.29% | 5.39% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.40% | 0.39% |
Sharp | 0.53% | 0.51% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Pranav Gupta | Sailesh Jain |
Total AUM | ₹10003 Cr | ₹17041 Cr |
Funds Managed | 9 | 7 |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 31.8 | 37.55 |
Large Cap | 48.68 | 40.04 |
Mid Cap | 16.34 | 19.15 |
Small Cap | 3.18 | 3.26 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 29.3 | 34.26 |
Energy | 6.31 | 5.33 |
Industrials | 5.83 | 4.29 |
Technology | 4.49 | 4.94 |
Basic Materials | 6.44 | 5.3 |
Healthcare | 3.75 | 4 |
Consumer Defensive | 4.61 | 5.23 |
Financial Services | 22.41 | 21.97 |
Consumer Cyclical | 9.19 | 6.48 |
Real Estate | 1.29 | 1.77 |
Utilities | 2.93 | 3.43 |
Communication Services | 3.45 | 3 |
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