Tata Arbitrage Fund vs Mirae Asset Arbitrage Fund Regular Growth compare
Tata Arbitrage Fund-Regular Plan-Growth
Mirae Asset Arbitrage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Fund | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹19150 Cr | ₹2869 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Dec 2018 | 19 Jun 2020 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 487.73% | 2293% |
Expense Ratio | 1.08 | 0.92 |
Manager | Sailesh Jain | Jignesh Rao |
ISIN Code | INF277K015Q7 | INF769K01FP7 |
Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Mirae Asset Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Month | 0.56% | 0.62% |
6 Month | 2.82% | 2.7% |
1 Year | 6.57% | 6.33% |
3 Year | 6.97% | 6.87% |
5 Year | 5.65% | 5.55% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
6 Month | 1.41% | 1.41% |
1 Year | 6.18% | 5.93% |
3 Year | 6.88% | 6.74% |
5 Year | 6.38% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Year | 5.67% | 6.17% |
3 Year | 4.95% | 5.7% |
5 Year | 5.39% | 5.48% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Standard Deviation | 0.39% | 0.44% |
Sharp | 0.51% | 0.17% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Name | Sailesh Jain | Jignesh Rao |
Total AUM | ₹17041 Cr | ₹676 Cr |
Funds Managed | 7 | 1 |
Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
Market Cap
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 34.63 | 26.35 |
Large Cap | 40.57 | 38.62 |
Mid Cap | 20.91 | 27.11 |
Small Cap | 3.89 | 7.92 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 32.16 | 24.14 |
Communication Services | 3.2 | 2.56 |
Energy | 6.12 | 2.67 |
Industrials | 4.84 | 6.45 |
Technology | 3.18 | 5.68 |
Basic Materials | 6.37 | 9.74 |
Healthcare | 3.61 | 7.15 |
Consumer Defensive | 5.38 | 4.55 |
Financial Services | 23.2 | 22.34 |
Consumer Cyclical | 6.05 | 9.83 |
Utilities | 3.71 | 3.3 |
Real Estate | 2.18 | 1.59 |
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