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) | ₹20107 Cr | ₹6448 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 | 0.45% | 0.45% |
| 6 Month | 2.81% | 2.8% |
| 1 Year | 6.29% | 6.16% |
| 3 Year | 7.05% | 7.01% |
| 5 Year | 5.71% | 5.63% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.36% |
| 1 Year | 5.83% | 5.74% |
| 3 Year | 6.71% | 6.62% |
| 5 Year | 6.37% | 6.31% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 5.87% | 6.08% |
| 3 Year | 5.01% | 5.02% |
| 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 | 29.5 | 33.78 |
| Large Cap | 43.07 | 42.91 |
| Mid Cap | 22.81 | 18.33 |
| Small Cap | 4.63 | 4.97 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 26.72 | 31.89 |
| Communication Services | 3.12 | 1.94 |
| Energy | 5.88 | 4.51 |
| Industrials | 6.39 | 7.46 |
| Technology | 3.43 | 4.61 |
| Basic Materials | 8.43 | 6.58 |
| Healthcare | 3.28 | 3.76 |
| Consumer Defensive | 6.49 | 4.89 |
| Financial Services | 25.25 | 26.96 |
| Consumer Cyclical | 5.08 | 3.78 |
| Utilities | 3.37 | 2.59 |
| Real Estate | 2.56 | 1.02 |
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