Mirae Asset Arbitrage Fund Regular Growth vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Mirae Asset Arbitrage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Fund | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹18596 Cr | ₹2998 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Dec 2018 | 19 Jun 2020 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 487.73% | 2293% |
Expense Ratio | 1.08 | 0.92 |
Manager | Sailesh Jain | Jignesh Rao |
ISIN Code | INF277K015Q7 | INF769K01FP7 |
Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Mirae Asset Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Month | 0.28% | 0.27% |
6 Month | 3.11% | 2.75% |
1 Year | 6.52% | 6.18% |
3 Year | 6.93% | 6.82% |
5 Year | 5.61% | 5.5% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
6 Month | 1.38% | 1.27% |
1 Year | 6.27% | 5.82% |
3 Year | 6.94% | 6.75% |
5 Year | 6.37% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Year | 5.51% | 5.94% |
3 Year | 4.92% | 5.65% |
5 Year | 5.38% | 5.44% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Standard Deviation | 0.38% | 0.44% |
Sharp | 0.59% | 0.23% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Name | Sailesh Jain | Jignesh Rao |
Total AUM | ₹17041 Cr | ₹676 Cr |
Funds Managed | 7 | 1 |
Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
Market Cap
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 39.01 | 33.98 |
Large Cap | 41.73 | 35.02 |
Mid Cap | 16.34 | 26.87 |
Small Cap | 2.92 | 4.13 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 35.67 | 32.4 |
Communication Services | 2.78 | 2.15 |
Energy | 4.76 | 3.15 |
Industrials | 6.04 | 5.09 |
Technology | 6.11 | 3.75 |
Basic Materials | 5.06 | 8.34 |
Healthcare | 4.82 | 7.75 |
Consumer Defensive | 5.24 | 3.63 |
Financial Services | 17.49 | 20.31 |
Consumer Cyclical | 6.51 | 8.99 |
Utilities | 3.85 | 2.35 |
Real Estate | 1.66 | 2.09 |
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