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) | ₹12921 Cr | ₹6030 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 | 0.64% | 0.63% |
6 Month | 3.57% | 3.47% |
1 Year | 7.01% | 6.91% |
3 Year | 6.78% | 6.77% |
5 Year | 5.49% | 5.36% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.78% | 1.7% |
1 Year | 7.08% | 6.89% |
3 Year | 7.22% | 7.14% |
5 Year | 6.39% | 6.33% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 5.38% | 5.81% |
3 Year | 4.87% | 4.81% |
5 Year | 5.36% | 5.07% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.592% | 0.599% |
Sharp | -0.416% | -0.329% |
Beta | - | - |
Alpha | - | - |
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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 | 101.54 | 101.84 |
Large Cap | 46.75 | 43.91 |
Small Cap | 2.95 | 5.87 |
Mid Cap | 15.2 | 18.44 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 100.82 | 101.38 |
Communication Services | 2.93 | 3.26 |
Energy | 7.06 | 5.97 |
Utilities | 3.52 | 2.61 |
Industrials | 6.06 | 8.05 |
Technology | 2.15 | 3.77 |
Basic Materials | 8.71 | 8.45 |
Healthcare | 1.77 | 3.63 |
Consumer Defensive | 3.15 | 1.83 |
Financial Services | 19.96 | 24.46 |
Consumer Cyclical | 8.77 | 6.02 |
Real Estate | 1.53 | 0.64 |
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