Axis Arbitrage Fund vs Tata Arbitrage Fund compare

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Tata Arbitrage Fund-Regular Plan-Growth

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Axis 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	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Fund	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹20107 Cr	₹7873 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹150	₹100
Min Addl Investment	₹1000	₹100
Launch Date	18 Dec 2018	14 Aug 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%	64.15%
Expense Ratio	1.08	0.99
Manager	Sailesh Jain	Devang Shah
ISIN Code	INF277K015Q7	INF846K01QC8
Exits Load	Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365	Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Month	0.45%	0.45%
6 Month	2.81%	2.8%
1 Year	6.29%	6.26%
3 Year	7.05%	7%
5 Year	5.71%	5.73%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
6 Month	1.39%	1.4%
1 Year	5.95%	5.94%
3 Year	6.76%	6.74%
5 Year	6.37%	6.37%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Year	5.87%	6.06%
3 Year	5.01%	5.83%
5 Year	5.41%	5.25%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.37%	0.66%
Sharp	0.71%	1.98%
Beta	-	0.5%
Alpha	-	0.19%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Name	Sailesh Jain	Devang Shah
Total AUM	₹17041 Cr	₹60014 Cr
Funds Managed	7	15
	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	29.5	25.1
Large Cap	43.07	44.57
Mid Cap	22.81	26.04
Small Cap	4.63	4.25

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	26.72	25.1
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	-
Petroleum Products	-	2.86
Industrial Products	-	0.82
Cement & Cement Products	-	3.28
Personal Products	-	0.05
Construction	-	1.03
Ferrous Metals	-	1.63
Finance	-	6.38
Consumer Durables	-	2.86
Capital Markets	-	1.45
Healthcare Services	-	0.68
Banks	-	18.37
Diversified FMCG	-	0.58
Non - Ferrous Metals	-	0.56
Electrical Equipment	-	0.22
Pharmaceuticals & Biotechnology	-	2.42
Leisure Services	-	0.2
Automobiles	-	1.63
Aerospace & Defense	-	1.24
Auto Components	-	2.01
Realty	-	2.41
Insurance	-	0.42
Transport Services	-	0.2
Power	-	2.94
Telecom - Services	-	5.74
Agricultural Food & other Products	-	1.48
Beverages	-	0.83
Gas	-	0.21
Diversified Metals	-	0.65
Food Products	-	0.66
Industrial Manufacturing	-	0.23
IT - Software	-	2.86
Chemicals & Petrochemicals	-	1.24
Retailing	-	3.28
Financial Technology (Fintech)	-	0.98
Metals & Minerals Trading	-	0.15
Minerals & Mining	-	0.56
Fertilizers & Agrochemicals	-	0.05
Transport Infrastructure	-	1.7