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Tata Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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