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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) | ₹43 Cr | ₹12921 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 | 0.52% | 0.45% |
| 6 Month | 3.35% | 3.37% |
| 1 Year | 6.93% | 7.12% |
| 3 Year | 5.93% | 6.64% |
| 5 Year | 4.49% | 5.45% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.79% | 1.74% |
| 1 Year | 7.01% | 7% |
| 3 Year | 6.9% | 7.18% |
| 5 Year | 5.69% | 6.33% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 2.94% | 5.21% |
| 3 Year | 3.64% | 4.79% |
| 5 Year | 4.25% | 5.34% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.745% | 0.592% |
| Sharp | -1.529% | -0.416% |
| Beta | - | - |
| Alpha | - | - |
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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 | 26.79 | 101.54 |
| Large Cap | 56.82 | 46.75 |
| Mid Cap | 14.62 | 15.2 |
| Small Cap | 1.77 | 2.95 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 26.79 | 100.82 |
| Energy | 2.78 | 7.06 |
| Technology | 1.65 | 2.15 |
| Industrials | 5.1 | 6.06 |
| Financial Services | 29.76 | 19.96 |
| Healthcare | 4.06 | 1.77 |
| Basic Materials | 15.27 | 8.71 |
| Consumer Cyclical | 4.63 | 8.77 |
| Communication Services | 5.73 | 2.93 |
| Consumer Defensive | 4.23 | 3.15 |
| Utilities | - | 3.52 |
| Real Estate | - | 1.53 |
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