SBI Arbitrage Opportunities Fund vs Tata Arbitrage Fund compare

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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
1 Month	0.48%	0.45%
6 Month	2.94%	2.81%
1 Year	6.46%	6.29%
3 Year	7.26%	7.05%
5 Year	5.98%	5.71%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
6 Month	1.41%	1.34%
1 Year	6.05%	5.83%
3 Year	6.86%	6.71%
5 Year	6.61%	6.37%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
1 Year	6.56%	5.87%
3 Year	6.24%	5.01%
5 Year	6.89%	5.41%

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation	0.69%	0.37%
Sharp	2.75%	0.71%
Beta	0.46%	-
Alpha	0.57%	-

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

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
Others	-53.05	29.5
Large Cap	55.67	43.07
Mid Cap	17.61	22.81
Small Cap	3.07	4.63

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Tata Arbitrage Fund-Regular Plan-Growth
Others	-53.05	26.72
Petroleum Products	4.1	-
Industrial Products	0.62	-
IT - Software	4.71	-
Pharmaceuticals & Biotechnology	3.05	-
Personal Products	0.32	-
Construction	1.25	-
Ferrous Metals	2.41	-
Finance	6.25	-
Consumer Durables	1.6	-
Capital Markets	0.6	-
Healthcare Services	0.92	-
Banks	20.01	-
Diversified FMCG	2.25	-
Non - Ferrous Metals	0.82	-
Electrical Equipment	0.69	-
Cement & Cement Products	1.1	-
Leisure Services	0.45	-
Automobiles	2.43	-
Aerospace & Defense	2.79	-
Auto Components	0.97	-
Realty	1.61	-
Insurance	0.53	-
Transport Services	0.25	-
Power	2.62	-
Telecom - Services	3.38	-
Gas	0.39	-
IT - Services	0.17	-
Agricultural Food & other Products	1.17	-
Beverages	0.65	-
Diversified Metals	1.07	-
Oil	0.25	-
Food Products	0.57	-
Industrial Manufacturing	0.2	-
Chemicals & Petrochemicals	0.74	-
Financial Technology (Fintech)	1.14	-
Metals & Minerals Trading	0.34	-
Consumable Fuels	0.93	-
Minerals & Mining	0.56	-
Fertilizers & Agrochemicals	0.06	-
Retailing	1.18	-
Transport Infrastructure	1.2	-
Communication Services	-	3.12
Energy	-	5.88
Industrials	-	6.39
Technology	-	3.43
Basic Materials	-	8.43
Healthcare	-	3.28
Consumer Defensive	-	6.49
Financial Services	-	25.25
Consumer Cyclical	-	5.08
Utilities	-	3.37
Real Estate	-	2.56