Nippon India Arbitrage Fund vs Tata Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16393 Cr | ₹20013 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 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 | 1243% | 487.73% |
| Expense Ratio | 1.07 | 1.08 |
| Manager | Anju Chhajer | Sailesh Jain |
| ISIN Code | INF204K01IY1 | INF277K015Q7 |
| Exits Load | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.61% | 0.61% |
| 6 Month | 2.91% | 2.94% |
| 1 Year | 6.17% | 6.35% |
| 3 Year | 6.87% | 6.96% |
| 5 Year | 5.78% | 5.8% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.51% | 1.55% |
| 1 Year | 5.92% | 6.1% |
| 3 Year | 6.61% | 6.74% |
| 5 Year | 6.37% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.58% | 6.07% |
| 3 Year | 6.31% | 5.04% |
| 5 Year | 5.9% | 5.42% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.67% |
| Sharp | 2.02% | 2.24% |
| Beta | 0.48% | 0.48% |
| Alpha | 0.16% | 0.27% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anju Chhajer | Sailesh Jain |
| Total AUM | ₹71679 Cr | ₹17041 Cr |
| Funds Managed | 13 | 7 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 25.51 | 25.02 |
| Large Cap | 49.98 | 47.06 |
| Mid Cap | 21.37 | 23.14 |
| Small Cap | 3.14 | 4.78 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.02 | 20.55 |
| Energy | 4.98 | 3.43 |
| Technology | 4.58 | 1.8 |
| Consumer Cyclical | 7.35 | 7.12 |
| Basic Materials | 12.68 | 10.13 |
| Healthcare | 4.95 | 4.16 |
| Industrials | 6.52 | 7.77 |
| Financial Services | 21.75 | 29.34 |
| Consumer Defensive | 4.82 | 6.75 |
| Real Estate | 1.59 | 2.76 |
| Utilities | 2.35 | 2.9 |
| Communication Services | 4.42 | 3.3 |
Top Comparisons
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.47%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.35%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.42%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.42%
Kotak Bond Short Term Plan-(Growth)
3Y Returns6.97%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.18%
Franklin India Opportunities Fund - Growth
3Y Returns28.51%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.09%