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) | ₹19150 Cr | ₹1893 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 | 0.42% | 0.44% |
| 6 Month | 2.72% | 2.68% |
| 1 Year | 6.41% | 6.29% |
| 3 Year | 6.96% | - |
| 5 Year | 5.61% | - |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.84% |
| 1 Year | 4.98% | 4.83% |
| 3 Year | 6.47% | - |
| 5 Year | 6.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.67% | 7.05% |
| 3 Year | 4.95% | - |
| 5 Year | 5.39% | - |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.39% | - |
| Sharp | 0.51% | - |
| 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 | 34.63 | 31.82 |
| Large Cap | 40.57 | 49.08 |
| Mid Cap | 20.91 | 16.17 |
| Small Cap | 3.89 | 2.93 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 32.16 | 29.59 |
| Communication Services | 3.2 | 3.46 |
| Energy | 6.12 | 5.36 |
| Industrials | 4.84 | 8.47 |
| Technology | 3.18 | 2.28 |
| Basic Materials | 6.37 | 9.21 |
| Healthcare | 3.61 | 0.86 |
| Consumer Defensive | 5.38 | 0.91 |
| Financial Services | 23.2 | 29.82 |
| Consumer Cyclical | 6.05 | 5.1 |
| Utilities | 3.71 | 3.19 |
| Real Estate | 2.18 | 1.74 |
Top Comparisons
Kotak Debt Hybrid - Growth
3Y Returns10.12%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.68%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.66%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.88%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.37%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.77%