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Tata Arbitrage Fund vs Nippon India Arbitrage Fund compare

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tortoise-icon Nippon India Arbitrage Fund - Growth Plan - Growth Option

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
Fund Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹14701 Cr ₹12921 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Oct 2010 18 Dec 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1243% 487.73%
Expense Ratio 1.07 1.08
Manager Anju Chhajer Sailesh Jain
ISIN Code INF204K01IY1 INF277K015Q7
Exits Load Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.64% 0.68%
6 Month 3.51% 3.62%
1 Year 7.08% 7.24%
3 Year 6.59% 6.63%
5 Year 5.41% 5.46%

SIP Return Analysis

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
6 Month 1.87% 1.95%
1 Year 7.24% 7.47%
3 Year 7.21% 7.3%
5 Year 6.33% 6.36%

Rolling Lumpsum Returns

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.57% 5.21%
3 Year 6.28% 4.79%
5 Year 6.2% 5.34%

Risk Management

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.582% 0.592%
Sharp -0.415% -0.416%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth
Name Anju Chhajer Sailesh Jain
Total AUM ₹71679 Cr ₹17041 Cr
Funds Managed 13 7
Nippon India Arbitrage Fund - Growth Plan - Growth Option Tata Arbitrage Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Tata Arbitrage Fund-Regular Plan-Growth

Others 100.52 101.54
Large Cap 48.16 46.75
Small Cap 4.56 2.95
Mid Cap 16.61 15.2

Sector Allocation

Scheme Name

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Tata Arbitrage Fund-Regular Plan-Growth

Others 99.49 100.82
Energy 7.9 7.06
Utilities 1.22 3.52
Industrials 8.59 6.06
Technology 4.16 2.15
Basic Materials 6.92 8.71
Healthcare 3.62 1.77
Consumer Defensive 4.19 3.15
Financial Services 24.19 19.96
Consumer Cyclical 6.79 8.77
Communication Services 2.29 2.93
Real Estate 0.49 1.53

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