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) | ₹17291 Cr | ₹2998 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 | 0.46% | 0.4% |
6 Month | 3.23% | 2.91% |
1 Year | 6.76% | 6.4% |
3 Year | 6.9% | 6.81% |
5 Year | 5.6% | 5.48% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
6 Month | 1.6% | 1.46% |
1 Year | 6.73% | 6.28% |
3 Year | 7.08% | 6.9% |
5 Year | 6.41% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Year | 5.51% | 5.94% |
3 Year | 4.92% | 5.65% |
5 Year | 5.38% | 5.44% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Standard Deviation | 0.37% | 0.43% |
Sharp | 0.64% | 0.34% |
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 | 39.01 | 22.24 |
Large Cap | 41.73 | 44 |
Mid Cap | 16.34 | 26.42 |
Small Cap | 2.92 | 7.34 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 35.67 | 20.27 |
Communication Services | 2.78 | 3.7 |
Energy | 4.76 | 2.97 |
Industrials | 6.04 | 8.54 |
Technology | 6.11 | 5.23 |
Basic Materials | 5.06 | 10.76 |
Healthcare | 4.82 | 7.03 |
Consumer Defensive | 5.24 | 6.55 |
Financial Services | 17.49 | 21.41 |
Consumer Cyclical | 6.51 | 8.2 |
Utilities | 3.85 | 3.32 |
Real Estate | 1.66 | 2.02 |
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