Tata Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹14982 Cr | ₹15137 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹150 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Dec 2018 | 27 Jun 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% | 370% |
Expense Ratio | 1.08 | 1.05 |
Manager | Sailesh Jain | Dhawal Dalal |
ISIN Code | INF277K015Q7 | INF754K01EF3 |
Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.57% | 0.61% |
6 Month | 3.39% | 3.4% |
1 Year | 6.9% | 6.95% |
3 Year | 6.84% | 6.95% |
5 Year | 5.52% | 5.6% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.66% | 1.65% |
1 Year | 6.86% | 6.89% |
3 Year | 7.14% | 7.23% |
5 Year | 6.38% | 6.51% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 5.38% | 6.21% |
3 Year | 4.87% | 5.88% |
5 Year | 5.36% | 5.39% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.51% | 0.55% |
Sharp | 0.01% | 0.20% |
Beta | - | 0.61% |
Alpha | - | -0.13% |
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Fund Managers
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Name | Sailesh Jain | Dhawal Dalal |
Total AUM | ₹17041 Cr | ₹25974 Cr |
Funds Managed | 7 | 12 |
Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 36.41 | 27.28 |
Large Cap | 45.84 | 49.06 |
Small Cap | 3.51 | 4.95 |
Mid Cap | 14.24 | 18.71 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 34.34 | 25.67 |
Communication Services | 3.24 | 3.63 |
Basic Materials | 5.57 | 8.2 |
Energy | 5.94 | 6.91 |
Utilities | 3.49 | 3.78 |
Industrials | 6.33 | 6.3 |
Technology | 3.98 | 5.55 |
Healthcare | 4.63 | 4.15 |
Consumer Defensive | 5.88 | 5.48 |
Financial Services | 19.65 | 23.38 |
Consumer Cyclical | 5.15 | 6.14 |
Real Estate | 1.8 | 0.8 |
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