Aditya Birla Sun Life Arbitrage Fund vs Tata Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low Risk | Low Risk |
Asset Size (Cr) | ₹13920 Cr | ₹12921 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Jul 2009 | 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 | 1085% | 487.73% |
Expense Ratio | 1.01 | 1.08 |
Manager | Pranav Gupta | Sailesh Jain |
ISIN Code | INF209K01264 | INF277K015Q7 |
Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.61% | 0.58% |
6 Month | 3.43% | 3.45% |
1 Year | 7.19% | 7.17% |
3 Year | 6.36% | 6.33% |
5 Year | 5.34% | 5.47% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.97% | 6.96% |
3 Year | 7.02% | 7% |
5 Year | 6.13% | 6.12% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.36% | 5.21% |
3 Year | 6.11% | 4.79% |
5 Year | 6.49% | 5.34% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.597% | 0.593% |
Sharp | -0.204% | -0.246% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Pranav Gupta | Sailesh Jain |
Total AUM | ₹10003 Cr | ₹17041 Cr |
Fund Manage | 9 | 7 |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | -44.75 | 31.84 |
Large Cap | 54.19 | -0.24 |
Mid Cap | 16.14 | -0.08 |
Small Cap | 2.01 | 0 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | -44.75 | 31.81 |
Petroleum Products | 4.82 | -0.02 |
Electrical Equipment | 1.27 | -0.01 |
Industrial Products | 0.67 | -0.01 |
IT - Software | 5.27 | -0.02 |
Pharmaceuticals & Biotechnology | 3.38 | 0.02 |
Cement & Cement Products | 1.37 | -0.02 |
Personal Products | 0.57 | -0.01 |
Construction | 1.72 | -0.01 |
Ferrous Metals | 1.4 | 0 |
Finance | 4.95 | -0.02 |
Consumer Durables | 1.83 | 0 |
Capital Markets | 0.5 | -0.01 |
Banks | 10.52 | -0.07 |
Diversified FMCG | 2.32 | 0.01 |
Non - Ferrous Metals | 0.57 | 0 |
Agricultural, Commercial & Construction Vehicles | 0.16 | 0 |
Chemicals & Petrochemicals | 1.48 | 0 |
Leisure Services | 0.8 | 0 |
Automobiles | 4.89 | -0.04 |
Aerospace & Defense | 2.47 | -0.01 |
Fertilizers & Agrochemicals | 0.86 | 0 |
Realty | 1.97 | -0.01 |
Transport Services | 1.14 | -0.01 |
Telecom - Services | 3.63 | -0.02 |
Insurance | 0.61 | 0 |
Gas | 0.38 | 0 |
Agricultural Food & other Products | 0.31 | 0 |
Diversified Metals | 1.99 | 0 |
Oil | 0.81 | 0 |
Food Products | 0.51 | 0 |
Power | 2.43 | -0.01 |
Auto Components | 0.63 | 0 |
Metals & Minerals Trading | 2.18 | -0.01 |
Healthcare Services | 0.12 | 0 |
Consumable Fuels | 0.61 | 0 |
Minerals & Mining | 0.7 | 0 |
Retailing | 0.52 | 0 |
Beverages | 0.19 | 0 |
Transport Infrastructure | 1.79 | -0.01 |
Entertainment | - | 0 |
Top Comparisons
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns13.28%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns13.28%
Kotak Small Cap Fund - Growth
3Y Returns13.45%
Bandhan Small Cap Fund - Regular Plan - Growth
3Y Returns24.44%
Franklin India Corporate Debt Fund - Growth
3Y Returns5.86%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.53%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns20.67%