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) | ₹17291 Cr | ₹6168 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% | 0.5% |
6 Month | 3.25% | 3.09% |
1 Year | 6.81% | 6.64% |
3 Year | 6.92% | 6.89% |
5 Year | 5.6% | 5.48% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.6% | 1.51% |
1 Year | 6.73% | 6.45% |
3 Year | 7.08% | 6.96% |
5 Year | 6.41% | 6.33% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 5.51% | 5.88% |
3 Year | 4.92% | 4.9% |
5 Year | 5.38% | 5.08% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.37% | 0.37% |
Sharp | 0.64% | 0.58% |
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 | 39.01 | 35.89 |
Large Cap | 41.73 | 42.98 |
Mid Cap | 16.34 | 16.9 |
Small Cap | 2.92 | 4.23 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 35.67 | 33.62 |
Communication Services | 2.78 | 2.62 |
Energy | 4.76 | 4.51 |
Industrials | 6.04 | 7.11 |
Technology | 6.11 | 5.77 |
Basic Materials | 5.06 | 5.58 |
Healthcare | 4.82 | 3.8 |
Consumer Defensive | 5.24 | 5.35 |
Financial Services | 17.49 | 23.33 |
Consumer Cyclical | 6.51 | 4.5 |
Utilities | 3.85 | 2.83 |
Real Estate | 1.66 | 0.98 |
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