Aditya Birla Sun Life Arbitrage Fund vs Tata Arbitrage Fund compare

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Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹24256 Cr	₹20107 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

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
1 Month	0.47%	0.45%
6 Month	2.86%	2.81%
1 Year	6.36%	6.29%
3 Year	7.09%	7.05%
5 Year	5.77%	5.71%

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
6 Month	1.42%	1.39%
1 Year	6.03%	5.95%
3 Year	6.81%	6.76%
5 Year	6.41%	6.37%

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
1 Year	6.43%	5.87%
3 Year	6.18%	5.01%
5 Year	6.2%	5.41%

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation	0.66%	0.37%
Sharp	2.18%	0.71%
Beta	0.49%	-
Alpha	0.29%	-

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

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Others	-59.17	29.5
Large Cap	55.59	43.07
Mid Cap	19.74	22.81
Small Cap	3.81	4.63

Scheme Name	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Others	-59.17	26.72
Petroleum Products	5.37	-
Electrical Equipment	0.94	-
IT - Software	2.06	-
Cement & Cement Products	1.33	-
Pharmaceuticals & Biotechnology	2.98	-
Personal Products	0.23	-
Construction	1.51	-
Ferrous Metals	2.36	-
Finance	6.64	-
Consumer Durables	1.76	-
Capital Markets	2.29	-
Healthcare Services	1.12	-
Banks	17.71	-
Diversified FMCG	1.71	-
Non - Ferrous Metals	1.86	-
Leisure Services	0.34	-
Automobiles	3.42	-
Aerospace & Defense	2.07	-
Auto Components	1.04	-
Realty	1.52	-
Insurance	0.58	-
Transport Services	0.29	-
Power	2.83	-
Telecom - Services	3.9	-
Gas	0.56	-
IT - Services	0.06	-
Agricultural Food & other Products	0.79	-
Industrial Products	0.83	-
Beverages	0.81	-
Diversified Metals	1.41	-
Oil	0.31	-
Food Products	1.24	-
Industrial Manufacturing	0.36	-
Chemicals & Petrochemicals	0.52	-
Financial Technology (Fintech)	1.25	-
Metals & Minerals Trading	0.83	-
Consumable Fuels	0.06	-
Minerals & Mining	0.43	-
Fertilizers & Agrochemicals	0.14	-
Transport Infrastructure	0.8	-
Retailing	2.88	-
Communication Services	-	3.12
Energy	-	5.88
Industrials	-	6.39
Technology	-	3.43
Basic Materials	-	8.43
Healthcare	-	3.28
Consumer Defensive	-	6.49
Financial Services	-	25.25
Consumer Cyclical	-	5.08
Utilities	-	3.37
Real Estate	-	2.56