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) | ₹20013 Cr | ₹3805 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹99 |
| 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 | 0.62% | 0.61% |
| 6 Month | 2.98% | 2.93% |
| 1 Year | 6.4% | 6.15% |
| 3 Year | 6.97% | 6.89% |
| 5 Year | 5.81% | 5.71% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.55% | 1.51% |
| 1 Year | 6.1% | 5.85% |
| 3 Year | 6.74% | 6.58% |
| 5 Year | 6.44% | 6.33% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Year | 6.07% | 6.17% |
| 3 Year | 5.04% | 5.87% |
| 5 Year | 5.42% | 5.52% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.67% | 0.7% |
| Sharp | 2.24% | 1.87% |
| Beta | 0.48% | 0.62% |
| Alpha | 0.27% | -0.08% |
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 | 25.02 | 23.76 |
| Large Cap | 47.06 | 41.8 |
| Mid Cap | 23.14 | 29.43 |
| Small Cap | 4.78 | 5.02 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 20.55 | 19.35 |
| Communication Services | 3.3 | 2.71 |
| Energy | 3.43 | 3.48 |
| Industrials | 7.77 | 7.8 |
| Technology | 1.8 | 8.88 |
| Consumer Cyclical | 7.12 | 12.11 |
| Basic Materials | 10.13 | 9.55 |
| Healthcare | 4.16 | 6.15 |
| Consumer Defensive | 6.75 | 4.48 |
| Financial Services | 29.34 | 21.48 |
| Utilities | 2.9 | 2.89 |
| Real Estate | 2.76 | 1.13 |
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