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) | ₹19150 Cr | ₹5986 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 | 0.53% | 0.57% |
6 Month | 2.83% | 2.74% |
1 Year | 6.63% | 6.5% |
3 Year | 6.95% | 6.92% |
5 Year | 5.64% | 5.53% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.41% | 1.4% |
1 Year | 6.18% | 6.02% |
3 Year | 6.88% | 6.78% |
5 Year | 6.38% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 5.67% | 5.98% |
3 Year | 4.95% | 4.96% |
5 Year | 5.39% | 5.09% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.39% | 0.38% |
Sharp | 0.51% | 0.42% |
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 | 34.63 | 32.76 |
Large Cap | 40.57 | 43.46 |
Mid Cap | 20.91 | 18.86 |
Small Cap | 3.89 | 4.91 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 32.16 | 30.86 |
Communication Services | 3.2 | 2.55 |
Energy | 6.12 | 5.1 |
Industrials | 4.84 | 7.02 |
Technology | 3.18 | 4.6 |
Basic Materials | 6.37 | 6.43 |
Healthcare | 3.61 | 4.04 |
Consumer Defensive | 5.38 | 4.98 |
Financial Services | 23.2 | 26.15 |
Consumer Cyclical | 6.05 | 4.57 |
Utilities | 3.71 | 2.69 |
Real Estate | 2.18 | 1 |
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