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) | ₹22619 Cr | ₹19150 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 | 0.49% | 0.45% |
| 6 Month | 2.79% | 2.77% |
| 1 Year | 6.3% | 6.28% |
| 3 Year | 7.05% | 7% |
| 5 Year | 5.7% | 5.66% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.35% | 1.32% |
| 1 Year | 5.97% | 5.89% |
| 3 Year | 6.81% | 6.77% |
| 5 Year | 6.4% | 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% | 5.74% |
| 3 Year | 6.17% | 4.98% |
| 5 Year | 6.23% | 5.41% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.37% |
| Sharp | 0.76% | 0.71% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.67 | 34.63 |
| Large Cap | 51.62 | 40.57 |
| Mid Cap | 17.83 | 20.91 |
| Small Cap | 3.87 | 3.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.22 | 32.16 |
| Energy | 6.91 | 6.12 |
| Industrials | 6.4 | 4.84 |
| Technology | 3.83 | 3.18 |
| Basic Materials | 7.3 | 6.37 |
| Healthcare | 3.9 | 3.61 |
| Consumer Defensive | 4.77 | 5.38 |
| Financial Services | 25.45 | 23.2 |
| Consumer Cyclical | 8.81 | 6.05 |
| Real Estate | 1.36 | 2.18 |
| Utilities | 3.25 | 3.71 |
| Communication Services | 3.79 | 3.2 |
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