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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) | ₹39859 Cr | ₹20107 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 | 0.56% | 0.54% |
| 6 Month | 2.93% | 2.81% |
| 1 Year | 6.56% | 6.4% |
| 3 Year | 7.23% | 7.02% |
| 5 Year | 5.96% | 5.7% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.44% | 1.39% |
| 1 Year | 6.15% | 5.95% |
| 3 Year | 6.9% | 6.76% |
| 5 Year | 6.61% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.56% | 5.81% |
| 3 Year | 6.23% | 5% |
| 5 Year | 6.89% | 5.41% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.37% |
| Sharp | 2.42% | 0.71% |
| Beta | 0.48% | - |
| Alpha | 0.47% | - |
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 | 25.29 | 29.5 |
| Large Cap | 53.14 | 43.07 |
| Mid Cap | 18.48 | 22.81 |
| Small Cap | 3.1 | 4.63 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 23.68 | 26.72 |
| Energy | 5.83 | 5.88 |
| Industrials | 7.24 | 6.39 |
| Technology | 6.25 | 3.43 |
| Healthcare | 3.96 | 3.28 |
| Consumer Defensive | 4.95 | 6.49 |
| Financial Services | 27.65 | 25.25 |
| Basic Materials | 7.07 | 8.43 |
| Consumer Cyclical | 5.59 | 5.08 |
| Real Estate | 1.61 | 2.56 |
| Utilities | 2.8 | 3.37 |
| Communication Services | 3.36 | 3.12 |
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