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) | ₹20154 Cr | ₹3422 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹99 |
| 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 | 0.49% | 0.5% |
| 6 Month | 2.72% | 2.71% |
| 1 Year | 6.37% | 6.24% |
| 3 Year | 6.99% | 6.92% |
| 5 Year | 5.71% | 5.64% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.37% |
| 1 Year | 5.77% | 5.61% |
| 3 Year | 6.68% | 6.56% |
| 5 Year | 6.36% | 6.27% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Year | 5.87% | 6.19% |
| 3 Year | 5.01% | 5.82% |
| 5 Year | 5.41% | 5.51% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.41% |
| Sharp | 0.93% | 0.55% |
| 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 | 25.07 | 21.54 |
| Large Cap | 45.95 | 43.11 |
| Mid Cap | 24.04 | 29.49 |
| Small Cap | 4.94 | 5.87 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 22.31 | 18.85 |
| Communication Services | 2.84 | 2.61 |
| Energy | 4.45 | 3.34 |
| Industrials | 6.78 | 9.56 |
| Technology | 3.3 | 8.12 |
| Basic Materials | 9.64 | 9.26 |
| Healthcare | 4.23 | 7.25 |
| Consumer Defensive | 6.73 | 4.61 |
| Financial Services | 26.66 | 20.39 |
| Consumer Cyclical | 7.53 | 12.15 |
| Utilities | 2.74 | 1.5 |
| Real Estate | 2.8 | 2.36 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns16.71%
Quant Focused Fund-Growth
3Y Returns13.09%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.17%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.04%
Sundaram Equity Savings Fund (G)
3Y Returns11.01%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%