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) | ₹14948 Cr | ₹15922 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 | 0.45% | 0.51% |
6 Month | 3.15% | 3.31% |
1 Year | 6.68% | 6.92% |
3 Year | 6.85% | 6.94% |
5 Year | 5.55% | 5.59% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.58% | 1.65% |
1 Year | 6.58% | 6.82% |
3 Year | 7.02% | 7.13% |
5 Year | 6.35% | 6.4% |
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 | 0.50% | 0.49% |
Sharp | -0.05% | 0.12% |
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 | 27.75 | 37.85 |
Large Cap | 49.18 | 42.3 |
Small Cap | 5.31 | 4.09 |
Mid Cap | 17.76 | 15.77 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 25.65 | 33.72 |
Energy | 6.04 | 5.83 |
Utilities | 3.46 | 4 |
Industrials | 8.03 | 6.21 |
Technology | 4.44 | 3.95 |
Basic Materials | 8.48 | 5.9 |
Healthcare | 6.57 | 5.61 |
Consumer Defensive | 3.93 | 5.42 |
Financial Services | 21.82 | 18.62 |
Consumer Cyclical | 5.94 | 5.81 |
Communication Services | 4.31 | 3.3 |
Real Estate | 1.32 | 1.62 |
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