DSP Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
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) | ₹20154 Cr | ₹6663 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 | 0.47% | 0.39% |
| 6 Month | 2.79% | 2.7% |
| 1 Year | 6.41% | 6.23% |
| 3 Year | 7.05% | 6.99% |
| 5 Year | 5.73% | 5.62% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.35% |
| 1 Year | 5.96% | 5.72% |
| 3 Year | 6.72% | 6.58% |
| 5 Year | 6.39% | 6.31% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 5.92% | 6.1% |
| 3 Year | 5.02% | 5.03% |
| 5 Year | 5.41% | 5.09% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.36% |
| Sharp | 0.93% | 0.82% |
| Beta | - | - |
| Alpha | - | - |
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 | 25.07 | 30.55 |
| Large Cap | 45.95 | 46.27 |
| Mid Cap | 24.04 | 18.52 |
| Small Cap | 4.94 | 4.66 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 22.31 | 28.16 |
| Communication Services | 2.84 | 2.67 |
| Energy | 4.45 | 4.51 |
| Industrials | 6.78 | 7.96 |
| Technology | 3.3 | 4.11 |
| Basic Materials | 9.64 | 7.52 |
| Healthcare | 4.23 | 4.02 |
| Consumer Defensive | 6.73 | 5.02 |
| Financial Services | 26.66 | 27.71 |
| Consumer Cyclical | 7.53 | 4.75 |
| Utilities | 2.74 | 2.44 |
| Real Estate | 2.8 | 1.12 |
Top Comparisons
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.91%
HSBC Gilt Fund - Regular Growth
3Y Returns5.56%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.62%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.81%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.63%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.39%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.97%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.98%