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) | ₹14982 Cr | ₹6474 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 | 0.57% | 0.59% |
6 Month | 3.39% | 3.26% |
1 Year | 6.9% | 6.79% |
3 Year | 6.84% | 6.83% |
5 Year | 5.52% | 5.39% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.66% | 1.6% |
1 Year | 6.86% | 6.68% |
3 Year | 7.14% | 7.05% |
5 Year | 6.38% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 5.38% | 5.81% |
3 Year | 4.87% | 4.81% |
5 Year | 5.36% | 5.07% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.49% | 0.51% |
Sharp | 0.12% | 0.04% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 36.41 | 31.73 |
Large Cap | 45.84 | 45.05 |
Small Cap | 3.51 | 5.84 |
Mid Cap | 14.24 | 17.38 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 34.34 | 30.35 |
Communication Services | 3.24 | 2.91 |
Basic Materials | 5.57 | 7.06 |
Energy | 5.94 | 4.36 |
Utilities | 3.49 | 2.64 |
Industrials | 6.33 | 7.95 |
Technology | 3.98 | 6.99 |
Healthcare | 4.63 | 3.33 |
Consumer Defensive | 5.88 | 4.9 |
Financial Services | 19.65 | 23.99 |
Consumer Cyclical | 5.15 | 4.91 |
Real Estate | 1.8 | 0.61 |
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