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Tata Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare

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tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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tortoise-icon 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 Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹18204 Cr ₹15922 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Jul 2009 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 1085% 487.73%
Expense Ratio 1.01 1.08
Manager Pranav Gupta Sailesh Jain
ISIN Code INF209K01264 INF277K015Q7
Exits Load Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 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 Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.38% 0.39%
6 Month 3.42% 3.36%
1 Year 6.83% 6.79%
3 Year 6.85% 6.83%
5 Year 5.54% 5.54%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
6 Month 1.7% 1.67%
1 Year 6.93% 6.85%
3 Year 7.19% 7.15%
5 Year 6.43% 6.39%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.38% 5.38%
3 Year 6.13% 4.87%
5 Year 6.43% 5.36%

Risk Management

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.51% 0.49%
Sharp 0.16% 0.12%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Name Pranav Gupta Sailesh Jain
Total AUM ₹10003 Cr ₹17041 Cr
Funds Managed 9 7
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Tata Arbitrage Fund-Regular Plan-Growth

Others 29.75 37.85
Large Cap 51.24 42.3
Small Cap 3.47 4.09
Mid Cap 15.54 15.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Tata Arbitrage Fund-Regular Plan-Growth

Others 28.77 33.72
Energy 7.63 5.83
Utilities 2.85 4
Industrials 7.35 6.21
Technology 5.47 3.95
Basic Materials 8.38 5.9
Healthcare 3.61 5.61
Consumer Defensive 4.19 5.42
Financial Services 21.18 18.62
Consumer Cyclical 6.37 5.81
Real Estate 1.28 1.62
Communication Services 2.93 3.3

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