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) ₹11519 Cr ₹4929 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹150 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2018 05 Jan 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Close Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 1209%
Expense Ratio 1.07 1.03
Manager Sailesh Jain Kedar Karnik
ISIN Code INF277K015Q7 INF740KA1DI4
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
1 Month 0.58% 0.58%
6 Month 3.58% 3.52%
1 Year 7.56% 7.47%
3 Year 5.73% 5.72%
5 Year 5.34% 5.07%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
6 Month - -
1 Year 3.64% 3.57%
3 Year 10.09% 10.08%
5 Year 15.19% 14.84%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
1 Year 4.72% 4.5%
3 Year 11.96% 11.66%
5 Year 15.38% 15.03%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth DSP Arbitrage Fund - Regular - Growth
Standard Deviation 0.67% 0.69%
Sharp -1.47% -1.44%
Beta 0.84% 0.85%
Alpha -0.44% -0.44%

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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
Fund Manage 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

Large Cap 27.94 30.68
Others -31.8 -42.19
Small Cap 2.74 3.65
Mid Cap 5.41 9.44

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

DSP Arbitrage Fund - Regular - Growth

Financial 2.77 1.8
Energy -0.04 -0.02
Capital Goods -0.02 -0.01
Metals & Mining -0.02 -0.06
Consumer Staples 2.2204460492503E-16 -0.02
Communication 1.69 -0.02
Automobile -0.03 -0.01
Services -0.01 -0.02
Materials -0.01 -0.02
Healthcare -0.02 -0.01
Construction 0 0
Chemicals -0.0099999999999999 -0.02
Technology -0.01 0
Diversified 0 -0.01
Consumer Discretionary - 0

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