- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹25267 Cr | ₹20154 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 | 0.55% | 0.52% |
| 6 Month | 2.76% | 2.7% |
| 1 Year | 6.42% | 6.33% |
| 3 Year | 7.11% | 7.06% |
| 5 Year | 5.75% | 5.69% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.41% | 1.34% |
| 1 Year | 5.92% | 5.77% |
| 3 Year | 6.75% | 6.68% |
| 5 Year | 6.41% | 6.36% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.36% |
| Sharp | 1.01% | 0.93% |
| Beta | 0.45% | - |
| Alpha | 0.43% | - |
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 | 22.94 | 29.5 |
| Large Cap | 53 | 43.07 |
| Mid Cap | 19.44 | 22.81 |
| Small Cap | 4.62 | 4.63 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.81 | 26.72 |
| Energy | 6.74 | 5.88 |
| Industrials | 6.8 | 6.39 |
| Technology | 4.21 | 3.43 |
| Basic Materials | 8.41 | 8.43 |
| Healthcare | 4.11 | 3.28 |
| Consumer Defensive | 4.79 | 6.49 |
| Financial Services | 27.12 | 25.25 |
| Consumer Cyclical | 8.59 | 5.08 |
| Real Estate | 1.53 | 2.56 |
| Utilities | 3.23 | 3.37 |
| Communication Services | 3.67 | 3.12 |
Top Comparisons
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.4%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.2%
Kotak Banking and PSU Debt - Growth
3Y Returns7.47%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.36%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.48%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.43%
Sundaram Value Fund - Regular Plan - Growth
3Y Returns12.59%
