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ITI Arbitrage Fund Regular vs Tata Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹51 Cr | ₹19150 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2019 | 18 Dec 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% |
| Expense Ratio | 0.93 | 1.08 |
| Manager | Vikrant Mehta | Sailesh Jain |
| ISIN Code | INF00XX01416 | INF277K015Q7 |
| Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata 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 | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.61% | 0.5% |
| 6 Month | 2.84% | 2.74% |
| 1 Year | 6.62% | 6.46% |
| 3 Year | 6.53% | 6.95% |
| 5 Year | 4.82% | 5.61% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.46% | 1.42% |
| 1 Year | 6.29% | 6.16% |
| 3 Year | 6.78% | 6.86% |
| 5 Year | 5.91% | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.34% | 5.67% |
| 3 Year | 4.2% | 4.95% |
| 5 Year | 4.34% | 5.39% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.51% | 0.39% |
| Sharp | -0.67% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vikrant Mehta | Sailesh Jain |
| Total AUM | ₹698 Cr | ₹17041 Cr |
| Funds Managed | 8 | 7 |
| ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.48 | 34.63 |
| Large Cap | 36.4 | 40.57 |
| Mid Cap | 23.64 | 20.91 |
| Small Cap | 9.48 | 3.89 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 28.69 | 32.16 |
| Industrials | 8.46 | 4.84 |
| Financial Services | 31.18 | 23.2 |
| Healthcare | 2.83 | 3.61 |
| Basic Materials | 12.45 | 6.37 |
| Energy | 1.3 | 6.12 |
| Consumer Cyclical | 1.16 | 6.05 |
| Utilities | 1.43 | 3.71 |
| Communication Services | 1.21 | 3.2 |
| Consumer Defensive | 1.22 | 5.38 |
| Real Estate | 0.79 | 2.18 |
| Technology | 9.27 | 3.18 |
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