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Bajaj Finserv Arbitrage Fund Regular vs Tata Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1277 Cr | ₹20154 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 487.73% |
| Expense Ratio | 0.95 | 1.08 |
| Manager | Siddharth Chaudhary | Sailesh Jain |
| ISIN Code | INF0QA701490 | INF277K015Q7 |
| Exits Load | Bajaj Finserv 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.52% | 0.52% |
| 6 Month | 2.68% | 2.7% |
| 1 Year | 5.99% | 6.33% |
| 3 Year | - | 7.06% |
| 5 Year | - | 5.69% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.36% | 1.34% |
| 1 Year | 5.55% | 5.77% |
| 3 Year | - | 6.68% |
| 5 Year | - | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.66% | 5.87% |
| 3 Year | - | 5.01% |
| 5 Year | - | 5.41% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 0.36% |
| Sharp | - | 0.93% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Sailesh Jain |
| Total AUM | ₹7136 Cr | ₹17041 Cr |
| Funds Managed | 8 | 7 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.7 | 29.5 |
| Large Cap | 41.71 | 43.07 |
| Mid Cap | 22.43 | 22.81 |
| Small Cap | 8.17 | 4.63 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.08 | 26.72 |
| Energy | 6.2 | 5.88 |
| Industrials | 4.96 | 6.39 |
| Basic Materials | 8.05 | 8.43 |
| Consumer Defensive | 1.92 | 6.49 |
| Financial Services | 32.61 | 25.25 |
| Healthcare | 2.34 | 3.28 |
| Consumer Cyclical | 5.95 | 5.08 |
| Technology | 4.21 | 3.43 |
| Utilities | 2.2 | 3.37 |
| Communication Services | 4.03 | 3.12 |
| Real Estate | 0.44 | 2.56 |
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