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) | ₹37606 Cr | ₹15922 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 | 0.5% | 0.51% |
6 Month | 3.39% | 3.31% |
1 Year | 7.02% | 6.92% |
3 Year | 7.19% | 6.94% |
5 Year | 5.77% | 5.59% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.71% | 1.65% |
1 Year | 7% | 6.82% |
3 Year | 7.29% | 7.13% |
5 Year | 6.65% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.52% | 5.51% |
3 Year | 6.17% | 4.92% |
5 Year | 6.93% | 5.38% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.52% | 0.49% |
Sharp | 0.60% | 0.12% |
Beta | - | - |
Alpha | - | - |
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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 | 31.9 | 37.85 |
Large Cap | 51.03 | 42.3 |
Mid Cap | 13.67 | 15.77 |
Small Cap | 3.4 | 4.09 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 30.06 | 33.72 |
Energy | 3.76 | 5.83 |
Utilities | 3.4 | 4 |
Industrials | 6.15 | 6.21 |
Technology | 5.85 | 3.95 |
Basic Materials | 7.59 | 5.9 |
Healthcare | 3.81 | 5.61 |
Consumer Defensive | 4.89 | 5.42 |
Financial Services | 26.42 | 18.62 |
Consumer Cyclical | 4.83 | 5.81 |
Real Estate | 0.98 | 1.62 |
Communication Services | 2.27 | 3.3 |
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