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) | ₹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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