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DSP Arbitrage Fund vs Tata Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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tortoise-icon DSP Arbitrage Fund - Regular - 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 DSP Arbitrage Fund - Regular - Growth
Fund Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹20013 Cr ₹7002 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹150 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Dec 2018 25 Jan 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 1209%
Expense Ratio 1.08 0.99
Manager Sailesh Jain Kedar Karnik
ISIN Code INF277K015Q7 INF740KA1DI4
Exits Load Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 DSP 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 Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
1 Month 0.52% 0.52%
6 Month 2.88% 2.82%
1 Year 6.31% 6.09%
3 Year 6.94% 6.87%
5 Year 5.79% 5.69%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
6 Month 1.54% 1.49%
1 Year 6.14% 5.92%
3 Year 6.74% 6.61%
5 Year 6.44% 6.36%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
1 Year 6.07% 6.12%
3 Year 5.04% 5.03%
5 Year 5.42% 5.1%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
Standard Deviation 0.67% 0.69%
Sharp 2.24% 2.15%
Beta 0.48% 0.47%
Alpha 0.27% 0.22%

Fund Managers

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
Name Sailesh Jain Kedar Karnik
Total AUM ₹17041 Cr ₹32997 Cr
Funds Managed 7 11
Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth

Market Cap

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

DSP Arbitrage Fund - Regular - Growth

Others 25.02 30.27
Large Cap 47.06 47.25
Mid Cap 23.14 18.59
Small Cap 4.78 3.89

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

DSP Arbitrage Fund - Regular - Growth

Others 20.55 26.47
Communication Services 3.3 3.78
Energy 3.43 4.49
Industrials 7.77 8.02
Technology 1.8 3.91
Consumer Cyclical 7.12 5.46
Basic Materials 10.13 7.47
Healthcare 4.16 3.78
Consumer Defensive 6.75 4.65
Financial Services 29.34 28.57
Utilities 2.9 2.26
Real Estate 2.76 1.16

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