- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹20107 Cr | ₹16687 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 | 0.45% | 0.46% |
| 6 Month | 2.81% | 2.85% |
| 1 Year | 6.29% | 6.32% |
| 3 Year | 7.05% | 7.13% |
| 5 Year | 5.71% | 5.84% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.38% |
| 1 Year | 5.83% | 5.84% |
| 3 Year | 6.71% | 6.77% |
| 5 Year | 6.37% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.87% | 6.27% |
| 3 Year | 5.01% | 6.06% |
| 5 Year | 5.41% | 5.44% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.41% |
| Sharp | 0.71% | 0.86% |
| Beta | - | 0.47% |
| Alpha | - | -0.06% |
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 | 29.5 | 21.92 |
| Large Cap | 43.07 | 46.09 |
| Mid Cap | 22.81 | 25.47 |
| Small Cap | 4.63 | 6.52 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 26.72 | 20.52 |
| Communication Services | 3.12 | 3.54 |
| Energy | 5.88 | 7.87 |
| Industrials | 6.39 | 5.9 |
| Technology | 3.43 | 7 |
| Basic Materials | 8.43 | 9.21 |
| Healthcare | 3.28 | 3.98 |
| Consumer Defensive | 6.49 | 5.35 |
| Financial Services | 25.25 | 25.68 |
| Consumer Cyclical | 5.08 | 6.11 |
| Utilities | 3.37 | 3.51 |
| Real Estate | 2.56 | 1.33 |
Top Comparisons
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.06%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.17%
LIC MF Equity Hybrid Fund-Growth
3Y Returns12.5%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns14.84%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns12.38%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.05%
Kotak Small Cap Fund Regular Growth
3Y Returns14.23%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.02%
