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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) | ₹47 Cr | ₹20154 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 | 0.47% | 0.52% |
| 6 Month | 2.69% | 2.7% |
| 1 Year | 6.43% | 6.33% |
| 3 Year | 6.7% | 7.06% |
| 5 Year | 4.9% | 5.69% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.34% | 1.34% |
| 1 Year | 5.79% | 5.77% |
| 3 Year | 6.59% | 6.68% |
| 5 Year | 5.91% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.56% | 5.87% |
| 3 Year | 4.32% | 5.01% |
| 5 Year | 4.49% | 5.41% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.36% |
| Sharp | -0.15% | 0.93% |
| 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 | 31.69 | 29.5 |
| Large Cap | 39.11 | 43.07 |
| Mid Cap | 18.44 | 22.81 |
| Small Cap | 10.75 | 4.63 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.77 | 26.72 |
| Industrials | 9.72 | 6.39 |
| Financial Services | 33.68 | 25.25 |
| Healthcare | 0 | 3.28 |
| Basic Materials | 10 | 8.43 |
| Energy | 0 | 5.88 |
| Utilities | 1.46 | 3.37 |
| Communication Services | 0 | 3.12 |
| Consumer Defensive | 0 | 6.49 |
| Real Estate | 0.88 | 2.56 |
| Technology | 11.31 | 3.43 |
| Consumer Cyclical | 2.18 | 5.08 |
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