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) | ₹15516 Cr | ₹19150 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 | 0.58% | 0.53% |
6 Month | 2.73% | 2.83% |
1 Year | 6.46% | 6.63% |
3 Year | 6.87% | 6.95% |
5 Year | 5.62% | 5.64% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.42% | 1.41% |
1 Year | 6.02% | 6.18% |
3 Year | 6.77% | 6.88% |
5 Year | 6.33% | 6.38% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.62% | 5.67% |
3 Year | 6.3% | 4.95% |
5 Year | 5.97% | 5.39% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.39% | 0.39% |
Sharp | 0.22% | 0.51% |
Beta | - | - |
Alpha | - | - |
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 | 34.63 |
Large Cap | 51.57 | 40.57 |
Mid Cap | 19.55 | 20.91 |
Small Cap | 3.37 | 3.89 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 24.55 | 32.16 |
Energy | 7.38 | 6.12 |
Industrials | 5.67 | 4.84 |
Technology | 3.54 | 3.18 |
Basic Materials | 9.67 | 6.37 |
Healthcare | 4.52 | 3.61 |
Consumer Defensive | 4.38 | 5.38 |
Financial Services | 24.72 | 23.2 |
Consumer Cyclical | 7 | 6.05 |
Real Estate | 1.49 | 2.18 |
Utilities | 3.2 | 3.71 |
Communication Services | 3.9 | 3.2 |
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