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) | ₹18596 Cr | ₹6168 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 | 0.32% | 0.32% |
6 Month | 3.23% | 3.04% |
1 Year | 6.53% | 6.36% |
3 Year | 6.92% | 6.88% |
5 Year | 5.61% | 5.48% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.38% | 1.31% |
1 Year | 6.27% | 5.98% |
3 Year | 6.94% | 6.8% |
5 Year | 6.37% | 6.28% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 5.51% | 5.88% |
3 Year | 4.92% | 4.9% |
5 Year | 5.38% | 5.08% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.38% | 0.37% |
Sharp | 0.59% | 0.54% |
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 | 37.55 | 36.25 |
Large Cap | 40.04 | 43.7 |
Mid Cap | 19.15 | 17.15 |
Small Cap | 3.26 | 2.89 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 34.26 | 33.65 |
Communication Services | 3 | 2.34 |
Energy | 5.33 | 4.92 |
Industrials | 4.34 | 7.02 |
Technology | 4.9 | 6 |
Basic Materials | 5.3 | 5.93 |
Healthcare | 4 | 3.4 |
Consumer Defensive | 5.23 | 5.36 |
Financial Services | 21.97 | 23.47 |
Consumer Cyclical | 6.48 | 4.43 |
Utilities | 3.43 | 2.55 |
Real Estate | 1.77 | 0.94 |
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