Tata Arbitrage Fund vs DSP Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹20107 Cr | ₹6448 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹150 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Dec 2018 | 25 Jan 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 487.73% | 1209% |
| Expense Ratio | 1.08 | 0.99 |
| Manager | Sailesh Jain | Kedar Karnik |
| ISIN Code | INF277K015Q7 | INF740KA1DI4 |
| Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | DSP 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 | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.42% | 0.46% |
| 6 Month | 2.86% | 2.87% |
| 1 Year | 6.3% | 6.19% |
| 3 Year | 7.03% | 7.02% |
| 5 Year | 5.67% | 5.58% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.4% |
| 1 Year | 5.96% | 5.91% |
| 3 Year | 6.76% | 6.69% |
| 5 Year | 6.36% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 5.74% | 6.04% |
| 3 Year | 4.98% | 5.01% |
| 5 Year | 5.41% | 5.09% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.37% |
| Sharp | 0.71% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Kedar Karnik |
| Total AUM | ₹17041 Cr | ₹32997 Cr |
| Funds Managed | 7 | 11 |
| Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 34.63 | 32.76 |
| Large Cap | 40.57 | 43.46 |
| Mid Cap | 20.91 | 18.86 |
| Small Cap | 3.89 | 4.91 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 32.16 | 30.86 |
| Communication Services | 3.2 | 2.55 |
| Energy | 6.12 | 5.1 |
| Industrials | 4.84 | 7.02 |
| Technology | 3.18 | 4.6 |
| Basic Materials | 6.37 | 6.43 |
| Healthcare | 3.61 | 4.04 |
| Consumer Defensive | 5.38 | 4.98 |
| Financial Services | 23.2 | 26.15 |
| Consumer Cyclical | 6.05 | 4.57 |
| Utilities | 3.71 | 2.69 |
| Real Estate | 2.18 | 1 |
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