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) | ₹15506 Cr | ₹18596 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 | 0.36% | 0.38% |
6 Month | 3.02% | 3.25% |
1 Year | 6.34% | 6.59% |
3 Year | 6.87% | 6.98% |
5 Year | 5.58% | 5.62% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.3% | 1.38% |
1 Year | 5.95% | 6.27% |
3 Year | 6.78% | 6.94% |
5 Year | 6.29% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.63% | 5.51% |
3 Year | 6.3% | 4.92% |
5 Year | 6% | 5.38% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.38% | 0.38% |
Sharp | 0.31% | 0.59% |
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 | 32.02 | 39.01 |
Large Cap | 47.22 | 41.73 |
Small Cap | 3.11 | 2.92 |
Mid Cap | 17.65 | 16.34 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 29.86 | 35.67 |
Energy | 6.09 | 4.76 |
Utilities | 3.1 | 3.85 |
Industrials | 6.5 | 6.04 |
Technology | 4.76 | 6.11 |
Basic Materials | 7.33 | 5.06 |
Healthcare | 6.62 | 4.82 |
Consumer Defensive | 3.71 | 5.24 |
Financial Services | 20.95 | 17.49 |
Consumer Cyclical | 6.21 | 6.51 |
Real Estate | 1.51 | 1.66 |
Communication Services | 3.37 | 2.78 |
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