- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Arbitrage Opportunities Fund vs Tata Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹39824 Cr | ₹17291 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 487.73% |
| Expense Ratio | 0.94 | 1.08 |
| Manager | R Arun | Sailesh Jain |
| ISIN Code | INF200K01156 | INF277K015Q7 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.46% | 0.46% |
| 6 Month | 3.28% | 3.23% |
| 1 Year | 6.85% | 6.76% |
| 3 Year | 7.14% | 6.9% |
| 5 Year | 5.8% | 5.6% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.63% | 1.6% |
| 1 Year | 6.85% | 6.73% |
| 3 Year | 7.22% | 7.08% |
| 5 Year | 6.65% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.52% | 5.51% |
| 3 Year | 6.17% | 4.92% |
| 5 Year | 6.93% | 5.38% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.37% |
| Sharp | 1.30% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | R Arun | Sailesh Jain |
| Total AUM | ₹207055 Cr | ₹17041 Cr |
| Funds Managed | 8 | 7 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.34 | 39.01 |
| Large Cap | 49.76 | 41.73 |
| Mid Cap | 15.17 | 16.34 |
| Small Cap | 2.74 | 2.92 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.85 | 35.67 |
| Energy | 4.69 | 4.76 |
| Utilities | 3.11 | 3.85 |
| Industrials | 5.61 | 6.04 |
| Technology | 6.2 | 6.11 |
| Basic Materials | 6.49 | 5.06 |
| Healthcare | 4.2 | 4.82 |
| Consumer Defensive | 4.31 | 5.24 |
| Financial Services | 26.08 | 17.49 |
| Consumer Cyclical | 5.05 | 6.51 |
| Real Estate | 1.28 | 1.66 |
| Communication Services | 2.13 | 2.78 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.09%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.12%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns24.33%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.42%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.61%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.75%
