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) | ₹15922 Cr | ₹15137 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 | 0.47% | 0.45% |
6 Month | 3.34% | 3.31% |
1 Year | 6.86% | 6.88% |
3 Year | 6.89% | 6.99% |
5 Year | 5.56% | 5.66% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.59% | 1.55% |
1 Year | 6.72% | 6.69% |
3 Year | 7.09% | 7.17% |
5 Year | 6.37% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 5.38% | 6.21% |
3 Year | 4.87% | 5.88% |
5 Year | 5.36% | 5.39% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.49% | 0.54% |
Sharp | 0.12% | 0.30% |
Beta | - | 0.65% |
Alpha | - | -0.17% |
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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 | 37.85 | 26.15 |
Large Cap | 42.3 | 45.15 |
Mid Cap | 15.77 | 21.49 |
Small Cap | 4.09 | 7.21 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 33.72 | 23.99 |
Communication Services | 3.3 | 3.71 |
Basic Materials | 5.9 | 9.48 |
Energy | 5.83 | 6.53 |
Industrials | 6.21 | 5.98 |
Technology | 3.95 | 5.46 |
Healthcare | 5.61 | 4.82 |
Consumer Defensive | 5.42 | 4.78 |
Financial Services | 18.62 | 22.8 |
Consumer Cyclical | 5.81 | 6.35 |
Utilities | 4 | 5.19 |
Real Estate | 1.62 | 0.91 |
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