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) | ₹18596 Cr | ₹1850 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 | 0.38% | 0.4% |
6 Month | 3.25% | 3.04% |
1 Year | 6.59% | 6.41% |
3 Year | 6.98% | - |
5 Year | 5.62% | - |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.38% | 1.34% |
1 Year | 6.27% | 6.03% |
3 Year | 6.94% | - |
5 Year | 6.37% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 5.51% | 7.14% |
3 Year | 4.92% | - |
5 Year | 5.38% | - |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.38% | - |
Sharp | 0.59% | - |
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 | 39.01 | 33.82 |
Large Cap | 41.73 | 48.75 |
Mid Cap | 16.34 | 13.03 |
Small Cap | 2.92 | 4.4 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
Others | 35.67 | 32.34 |
Communication Services | 2.78 | 2.11 |
Energy | 4.76 | 4.81 |
Industrials | 6.04 | 6.28 |
Technology | 6.11 | 2.6 |
Basic Materials | 5.06 | 8.71 |
Healthcare | 4.82 | 1.18 |
Consumer Defensive | 5.24 | 0.84 |
Financial Services | 17.49 | 29.87 |
Consumer Cyclical | 6.51 | 6.3 |
Utilities | 3.85 | 3.23 |
Real Estate | 1.66 | 1.71 |
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