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 | 0.64% | 0.54% |
| 6 Month | 2.92% | 2.81% |
| 1 Year | 6.41% | 6.18% |
| 3 Year | 7.01% | 6.93% |
| 5 Year | 5.75% | 5.65% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.48% |
| 1 Year | 6.12% | 5.87% |
| 3 Year | 6.75% | 6.6% |
| 5 Year | 6.44% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 5.99% | 6.12% |
| 3 Year | 5.04% | 5.03% |
| 5 Year | 5.42% | 5.1% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.67% | 0.69% |
| Sharp | 2.24% | 2.15% |
| Beta | 0.48% | 0.47% |
| Alpha | 0.27% | 0.22% |
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 | 6.77 | 7.79 |
| 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 | 7.54 | 4.92 |
| Utilities | 2.74 | 2.44 |
| Real Estate | 2.8 | 1.12 |
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