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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 | ₹18596 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 | 0.37% | 0.38% |
| 6 Month | 3.23% | 3.25% |
| 1 Year | 6.59% | 6.59% |
| 3 Year | 6.98% | 6.98% |
| 5 Year | 5.61% | 5.62% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.35% | 1.38% |
| 1 Year | 6.23% | 6.27% |
| 3 Year | 6.94% | 6.94% |
| 5 Year | 6.39% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.41% | 5.51% |
| 3 Year | 6.14% | 4.92% |
| 5 Year | 6.34% | 5.38% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.38% |
| Sharp | 0.58% | 0.59% |
| 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 | 33.31 | 39.01 |
| Large Cap | 46.16 | 41.73 |
| Mid Cap | 16.93 | 16.34 |
| Small Cap | 3.6 | 2.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.88 | 35.67 |
| Energy | 5.88 | 4.76 |
| Utilities | 2.94 | 3.85 |
| Industrials | 6.33 | 6.04 |
| Technology | 5.18 | 6.11 |
| Basic Materials | 6.59 | 5.06 |
| Healthcare | 4.34 | 4.82 |
| Consumer Defensive | 4.68 | 5.24 |
| Financial Services | 21.72 | 17.49 |
| Consumer Cyclical | 6.69 | 6.51 |
| Real Estate | 1.44 | 1.66 |
| Communication Services | 3.34 | 2.78 |
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