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Tata Arbitrage Fund vs DSP Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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tortoise-icon DSP Arbitrage Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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