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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) | ₹25267 Cr | ₹20154 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 | 0.46% | 0.46% |
| 6 Month | 2.73% | 2.68% |
| 1 Year | 6.43% | 6.35% |
| 3 Year | 7.02% | 6.97% |
| 5 Year | 5.77% | 5.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.41% | 1.34% |
| 1 Year | 5.92% | 5.77% |
| 3 Year | 6.75% | 6.68% |
| 5 Year | 6.41% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.43% | 5.87% |
| 3 Year | 6.18% | 5.01% |
| 5 Year | 6.2% | 5.41% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.53% | 0.93% |
| Beta | 0.45% | - |
| Alpha | 0.43% | - |
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 | 22.94 | 29.5 |
| Large Cap | 53 | 43.07 |
| Mid Cap | 19.44 | 22.81 |
| Small Cap | 4.62 | 4.63 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.81 | 26.72 |
| Energy | 6.74 | 5.88 |
| Industrials | 6.8 | 6.39 |
| Technology | 4.21 | 3.43 |
| Basic Materials | 8.41 | 8.43 |
| Healthcare | 4.11 | 3.28 |
| Consumer Defensive | 4.79 | 6.49 |
| Financial Services | 27.12 | 25.25 |
| Consumer Cyclical | 8.59 | 5.08 |
| Real Estate | 1.53 | 2.56 |
| Utilities | 3.23 | 3.37 |
| Communication Services | 3.67 | 3.12 |
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