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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) | ₹41714 Cr | ₹20013 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 | 0.63% | 0.61% |
| 6 Month | 2.95% | 2.94% |
| 1 Year | 6.47% | 6.35% |
| 3 Year | 7.12% | 6.96% |
| 5 Year | 6.06% | 5.8% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.52% | 1.55% |
| 1 Year | 6.12% | 6.1% |
| 3 Year | 6.83% | 6.74% |
| 5 Year | 6.64% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.55% | 6.07% |
| 3 Year | 6.25% | 5.04% |
| 5 Year | 6.82% | 5.42% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.67% |
| Sharp | 2.48% | 2.24% |
| Beta | 0.47% | 0.48% |
| Alpha | 0.43% | 0.27% |
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 | 34.01 | 25.02 |
| Large Cap | 51.26 | 47.06 |
| Mid Cap | 18.02 | 23.14 |
| Small Cap | 2.72 | 4.78 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.13 | 20.55 |
| Communication Services | 4.01 | 3.3 |
| Energy | 4.15 | 3.43 |
| Industrials | 6.77 | 7.77 |
| Technology | 4.72 | 1.8 |
| Consumer Cyclical | 7.12 | 7.12 |
| Basic Materials | 8.86 | 10.13 |
| Healthcare | 4.29 | 4.16 |
| Consumer Defensive | 4.41 | 6.75 |
| Financial Services | 26.13 | 29.34 |
| Real Estate | 1.75 | 2.76 |
| Utilities | 2.67 | 2.9 |
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