Parag Parikh Arbitrage Fund Regular vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Parag Parikh Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹20107 Cr | ₹1930 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹150 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 2018 | 02 Nov 2023 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | BSE Liquid Rate Index |
| Turn Over | 487.73% | % |
| Expense Ratio | 1.08 | 0.66 |
| Manager | Sailesh Jain | Rajeev Thakkar |
| ISIN Code | INF277K015Q7 | INF879O01217 |
| Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Parag Parikh Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.58% | 0.58% |
| 6 Month | 2.8% | 2.84% |
| 1 Year | 6.4% | 6.27% |
| 3 Year | 7.05% | - |
| 5 Year | 5.74% | - |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.37% |
| 1 Year | 5.83% | 5.8% |
| 3 Year | 6.71% | - |
| 5 Year | 6.37% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.87% | 7.05% |
| 3 Year | 5.01% | - |
| 5 Year | 5.41% | - |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.36% | - |
| Sharp | 0.93% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Rajeev Thakkar |
| Total AUM | ₹17041 Cr | ₹0 Cr |
| Funds Managed | 7 | 5 |
| Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 29.5 | 29.29 |
| Large Cap | 43.07 | 50.4 |
| Mid Cap | 22.81 | 17.21 |
| Small Cap | 4.63 | 3.1 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 26.72 | 27.37 |
| Communication Services | 3.12 | 3.62 |
| Energy | 5.88 | 5.29 |
| Industrials | 6.39 | 8.82 |
| Technology | 3.43 | 2.41 |
| Basic Materials | 8.43 | 9.3 |
| Healthcare | 3.28 | 0.82 |
| Consumer Defensive | 6.49 | 0.91 |
| Financial Services | 25.25 | 31.33 |
| Consumer Cyclical | 5.08 | 5.08 |
| Utilities | 3.37 | 3.22 |
| Real Estate | 2.56 | 1.82 |
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