Tata Arbitrage Fund vs Edelweiss Arbitrage Fund compare

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Tata Arbitrage Fund-Regular Plan-Growth

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Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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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	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)	₹19150 Cr	₹15931 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

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month	0.46%	0.47%
6 Month	2.8%	2.75%
1 Year	6.47%	6.47%
3 Year	6.93%	7%
5 Year	5.61%	5.71%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month	1.32%	1.28%
1 Year	6.02%	5.89%
3 Year	6.82%	6.85%
5 Year	6.34%	6.43%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year	5.67%	6.25%
3 Year	4.95%	5.99%
5 Year	5.39%	5.42%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation	0.39%	0.42%
Sharp	0.51%	0.65%
Beta	-	0.50%
Alpha	-	-0.10%

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

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Others	37.55	30.45
Large Cap	40.04	43.34
Mid Cap	19.15	21.34
Small Cap	3.26	4.87

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Others	34.26	28.34
Communication Services	3	3.59
Energy	5.33	6.35
Industrials	4.29	5.15
Technology	4.94	6.36
Basic Materials	5.3	7.26
Healthcare	4	4.49
Consumer Defensive	5.23	4.24
Financial Services	21.97	23.33
Consumer Cyclical	6.48	5.82
Utilities	3.43	4.11
Real Estate	1.77	0.95