Tata Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
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) | ₹15516 Cr | ₹19150 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 | 0.46% | 0.42% |
| 6 Month | 2.63% | 2.72% |
| 1 Year | 6.24% | 6.41% |
| 3 Year | 6.88% | 6.96% |
| 5 Year | 5.59% | 5.61% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.81% | 0.84% |
| 1 Year | 4.76% | 4.98% |
| 3 Year | 6.34% | 6.47% |
| 5 Year | 6.1% | 6.17% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.62% | 5.67% |
| 3 Year | 6.3% | 4.95% |
| 5 Year | 5.97% | 5.39% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.37% |
| Sharp | 0.47% | 0.71% |
| Beta | - | - |
| Alpha | - | - |
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 | 25.51 | 34.63 |
| Large Cap | 51.57 | 40.57 |
| Mid Cap | 19.55 | 20.91 |
| Small Cap | 3.37 | 3.89 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.55 | 32.16 |
| Energy | 7.38 | 6.12 |
| Industrials | 5.67 | 4.84 |
| Technology | 3.54 | 3.18 |
| Basic Materials | 9.67 | 6.37 |
| Healthcare | 4.52 | 3.61 |
| Consumer Defensive | 4.38 | 5.38 |
| Financial Services | 24.72 | 23.2 |
| Consumer Cyclical | 7 | 6.05 |
| Real Estate | 1.49 | 2.18 |
| Utilities | 3.2 | 3.71 |
| Communication Services | 3.9 | 3.2 |
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