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Tata Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹41083 Cr | ₹20154 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 487.73% |
| Expense Ratio | 0.94 | 1.08 |
| Manager | R Arun | Sailesh Jain |
| ISIN Code | INF200K01156 | INF277K015Q7 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.41% | 0.47% |
| 6 Month | 2.8% | 2.79% |
| 1 Year | 6.53% | 6.41% |
| 3 Year | 7.23% | 7.05% |
| 5 Year | 5.98% | 5.73% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.41% | 1.34% |
| 1 Year | 5.99% | 5.77% |
| 3 Year | 6.83% | 6.68% |
| 5 Year | 6.6% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.56% | 5.92% |
| 3 Year | 6.24% | 5.02% |
| 5 Year | 6.87% | 5.41% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.36% |
| Sharp | 2.75% | 0.93% |
| Beta | 0.46% | - |
| Alpha | 0.57% | - |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | R Arun | Sailesh Jain |
| Total AUM | ₹207055 Cr | ₹17041 Cr |
| Funds Managed | 8 | 7 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.29 | 25.07 |
| Large Cap | 50.97 | 45.95 |
| Mid Cap | 18.34 | 24.04 |
| Small Cap | 3.4 | 4.94 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 25.36 | 22.31 |
| Energy | 4.5 | 4.45 |
| Industrials | 6.59 | 6.78 |
| Technology | 5.95 | 3.3 |
| Basic Materials | 8.01 | 9.64 |
| Healthcare | 4.23 | 4.23 |
| Consumer Defensive | 4.8 | 6.73 |
| Financial Services | 26.49 | 26.66 |
| Consumer Cyclical | 6.4 | 7.53 |
| Real Estate | 1.66 | 2.8 |
| Utilities | 2.39 | 2.74 |
| Communication Services | 3.61 | 2.84 |
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