- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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) | ₹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 | 0.6% | 0.56% |
| 6 Month | 3% | 2.86% |
| 1 Year | 6.65% | 6.46% |
| 3 Year | 7.25% | 7.03% |
| 5 Year | 5.96% | 5.69% |
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 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.2%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.02%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.16%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.23%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.35%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.32%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.88%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.39%
