Tata Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
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) | ₹20646 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 | 0.48% | 0.51% |
6 Month | 3.36% | 3.31% |
1 Year | 6.94% | 6.92% |
3 Year | 6.96% | 6.94% |
5 Year | 5.6% | 5.59% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.67% | 1.65% |
1 Year | 6.92% | 6.82% |
3 Year | 7.18% | 7.13% |
5 Year | 6.44% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.41% | 5.51% |
3 Year | 6.14% | 4.92% |
5 Year | 6.34% | 5.38% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.6 | 37.85 |
Large Cap | 46.59 | 42.3 |
Mid Cap | 16.31 | 15.77 |
Small Cap | 4.5 | 4.09 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 30.11 | 33.72 |
Energy | 7.52 | 5.83 |
Utilities | 3.81 | 4 |
Industrials | 6.77 | 6.21 |
Technology | 4.53 | 3.95 |
Basic Materials | 7.58 | 5.9 |
Healthcare | 3.92 | 5.61 |
Consumer Defensive | 4.5 | 5.42 |
Financial Services | 20.99 | 18.62 |
Consumer Cyclical | 5.9 | 5.81 |
Real Estate | 0.94 | 1.62 |
Communication Services | 3.44 | 3.3 |
Top Comparisons
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.84%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.8%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns17.41%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns14.19%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8.11%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.79%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns23.54%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns15.9%