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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) | ₹20107 Cr | ₹16687 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 | 0.48% | 0.5% |
| 6 Month | 2.77% | 2.81% |
| 1 Year | 6.33% | 6.39% |
| 3 Year | 7.01% | 7.11% |
| 5 Year | 5.69% | 5.83% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.38% |
| 1 Year | 5.83% | 5.84% |
| 3 Year | 6.71% | 6.77% |
| 5 Year | 6.37% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.87% | 6.27% |
| 3 Year | 5.01% | 6.06% |
| 5 Year | 5.41% | 5.44% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.36% | 0.40% |
| Sharp | 0.93% | 1.06% |
| Beta | - | 0.45% |
| Alpha | - | -0.03% |
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 | 29.5 | 21.92 |
| Large Cap | 43.07 | 46.09 |
| Mid Cap | 22.81 | 25.47 |
| Small Cap | 4.63 | 6.52 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 26.72 | 20.52 |
| Communication Services | 3.12 | 3.54 |
| Energy | 5.88 | 7.87 |
| Industrials | 6.39 | 5.9 |
| Technology | 3.43 | 7 |
| Basic Materials | 8.43 | 9.21 |
| Healthcare | 3.28 | 3.98 |
| Consumer Defensive | 6.49 | 5.35 |
| Financial Services | 25.25 | 25.68 |
| Consumer Cyclical | 5.08 | 6.11 |
| Utilities | 3.37 | 3.51 |
| Real Estate | 2.56 | 1.33 |
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