- 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
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) | ₹1296 Cr | ₹19150 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 | 0.48% | 0.44% |
| 6 Month | 2.57% | 2.7% |
| 1 Year | 6% | 6.39% |
| 3 Year | - | 6.94% |
| 5 Year | - | 5.61% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.4% | 1.42% |
| 1 Year | 5.81% | 6.16% |
| 3 Year | - | 6.86% |
| 5 Year | - | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.66% | 5.67% |
| 3 Year | - | 4.95% |
| 5 Year | - | 5.39% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 0.39% |
| Sharp | - | 0.51% |
| 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 | 33.11 | 34.63 |
| Large Cap | 41.14 | 40.57 |
| Mid Cap | 18.93 | 20.91 |
| Small Cap | 6.82 | 3.89 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.31 | 32.16 |
| Energy | 5.76 | 6.12 |
| Industrials | 4.52 | 4.84 |
| Technology | 3.43 | 3.18 |
| Basic Materials | 7.18 | 6.37 |
| Consumer Defensive | 1.37 | 5.38 |
| Financial Services | 31.92 | 23.2 |
| Healthcare | 2.08 | 3.61 |
| Consumer Cyclical | 5.39 | 6.05 |
| Utilities | 2 | 3.71 |
| Communication Services | 3.66 | 3.2 |
| Real Estate | 0.38 | 2.18 |
Top Comparisons
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.97%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns10.17%
Kotak Midcap Fund - Growth
3Y Returns23.03%
Quant Mid Cap Fund-Growth
3Y Returns17.43%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.45%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.1%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns18.18%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns18.16%
