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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) | ₹17291 Cr | ₹15550 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 | 0.58% | 0.55% |
| 6 Month | 3.33% | 3.21% |
| 1 Year | 6.81% | 6.78% |
| 3 Year | 6.95% | 7.04% |
| 5 Year | 5.61% | 5.69% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.6% | 1.54% |
| 1 Year | 6.73% | 6.62% |
| 3 Year | 7.08% | 7.12% |
| 5 Year | 6.41% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.51% | 6.24% |
| 3 Year | 4.92% | 5.95% |
| 5 Year | 5.38% | 5.41% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.40% |
| Sharp | 0.64% | 0.84% |
| Beta | - | 0.51% |
| Alpha | - | -0.01% |
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 | 39.01 | 28.65 |
| Large Cap | 41.73 | 45.22 |
| Mid Cap | 16.34 | 20.57 |
| Small Cap | 2.92 | 5.57 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 35.67 | 26.42 |
| Communication Services | 2.78 | 3.91 |
| Energy | 4.76 | 6.62 |
| Industrials | 6.04 | 5.26 |
| Technology | 6.11 | 6.32 |
| Basic Materials | 5.06 | 7.71 |
| Healthcare | 4.82 | 4.69 |
| Consumer Defensive | 5.24 | 4.61 |
| Financial Services | 17.49 | 22.98 |
| Consumer Cyclical | 6.51 | 5.98 |
| Utilities | 3.85 | 4.42 |
| Real Estate | 1.66 | 1.07 |
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