- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Arbitrage Fund vs Axis Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹18596 Cr | ₹7545 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹150 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Dec 2018 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 487.73% | 64.15% |
| Expense Ratio | 1.08 | 0.99 |
| Manager | Sailesh Jain | Devang Shah |
| ISIN Code | INF277K015Q7 | INF846K01QC8 |
| Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.38% | 0.36% |
| 6 Month | 3.25% | 3.14% |
| 1 Year | 6.59% | 6.48% |
| 3 Year | 6.98% | 6.88% |
| 5 Year | 5.62% | 5.59% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.32% |
| 1 Year | 6.27% | 6.11% |
| 3 Year | 6.94% | 6.86% |
| 5 Year | 6.37% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.51% | 6.03% |
| 3 Year | 4.92% | 5.77% |
| 5 Year | 5.38% | 5.21% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.41% |
| Sharp | 0.59% | 0.32% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Devang Shah |
| Total AUM | ₹17041 Cr | ₹60014 Cr |
| Funds Managed | 7 | 15 |
| Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.01 | 33.49 |
| Large Cap | 41.73 | 43.42 |
| Mid Cap | 16.34 | 18.7 |
| Small Cap | 2.92 | 4.4 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.67 | 31.52 |
| Communication Services | 2.78 | 3.56 |
| Energy | 4.76 | 3.83 |
| Industrials | 6.04 | 4.7 |
| Technology | 6.11 | 5.17 |
| Basic Materials | 5.06 | 7.27 |
| Healthcare | 4.82 | 3.43 |
| Consumer Defensive | 5.24 | 2.98 |
| Financial Services | 17.49 | 26.13 |
| Consumer Cyclical | 6.51 | 6.41 |
| Utilities | 3.85 | 2.9 |
| Real Estate | 1.66 | 2.1 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.9%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.98%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.29%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.13%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.81%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.54%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.19%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns22.11%
