Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Arbitrage Opportunities Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Invest Now

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

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) ₹32169 Cr ₹12921 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 0.66% 0.68%
6 Month 3.63% 3.62%
1 Year 7.28% 7.24%
3 Year 6.88% 6.63%
5 Year 5.49% 5.46%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
6 Month 1.95% 1.95%
1 Year 7.49% 7.47%
3 Year 7.44% 7.3%
5 Year 6.59% 6.36%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.45% 5.21%
3 Year 6.13% 4.79%
5 Year 6.98% 5.34%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.607% 0.592%
Sharp 0.218% -0.416%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 101.84 101.54
Large Cap 54.76 46.75
Small Cap 2.45 2.95
Mid Cap 13.45 15.2

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Tata Arbitrage Fund-Regular Plan-Growth

Others 101.49 100.82
Energy 7.34 7.06
Utilities 3.15 3.52
Industrials 6.35 6.06
Technology 4.82 2.15
Basic Materials 6.77 8.71
Healthcare 2.72 1.77
Consumer Defensive 3.78 3.15
Financial Services 22.14 19.96
Consumer Cyclical 8.09 8.77
Real Estate 1.94 1.53
Communication Services 3.91 2.93

Top Comparisons

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns7.68%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.6%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.85%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7.36%

Compare Now

UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

3Y Returns6.18%

VS

UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

3Y Returns6.18%

Compare Now
Add to Cart Successfully