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Edelweiss Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹20013 Cr | ₹16270 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹150 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Dec 2018 | 27 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 487.73% | 370% |
| Expense Ratio | 1.08 | 1.05 |
| Manager | Sailesh Jain | Dhawal Dalal |
| ISIN Code | INF277K015Q7 | INF754K01EF3 |
| Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.61% |
| 6 Month | 2.97% | 2.93% |
| 1 Year | 6.42% | 6.31% |
| 3 Year | 7% | 7.06% |
| 5 Year | 5.83% | 5.93% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.03% | 0.98% |
| 1 Year | 4.96% | 4.82% |
| 3 Year | 6.36% | 6.35% |
| 5 Year | 6.23% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.07% | 6.28% |
| 3 Year | 5.04% | 6.07% |
| 5 Year | 5.42% | 5.46% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.67% | 0.68% |
| Sharp | 2.24% | 2.25% |
| Beta | 0.48% | 0.54% |
| Alpha | 0.27% | 0.22% |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Sailesh Jain | Dhawal Dalal |
| Total AUM | ₹17041 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 25.02 | 29.79 |
| Large Cap | 47.06 | 42.18 |
| Mid Cap | 23.14 | 23.02 |
| Small Cap | 4.78 | 5.01 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 20.55 | 25.52 |
| Communication Services | 3.3 | 4.14 |
| Energy | 3.43 | 5.67 |
| Industrials | 7.77 | 6.01 |
| Technology | 1.8 | 3.01 |
| Consumer Cyclical | 7.12 | 5.35 |
| Basic Materials | 10.13 | 11.34 |
| Healthcare | 4.16 | 4.05 |
| Consumer Defensive | 6.75 | 5.16 |
| Financial Services | 29.34 | 24.13 |
| Utilities | 2.9 | 4.43 |
| Real Estate | 2.76 | 1.19 |
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