Axis Arbitrage Fund vs Tata Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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tortoise-icon Axis 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 Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹12432 Cr ₹5515 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹150 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Dec 2018 14 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 64.15%
Expense Ratio 1.08 1
Manager Sailesh Jain Devang Shah
ISIN Code INF277K015Q7 INF846K01QC8
Exits Load Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.61% 0.61%
6 Month 3.45% 3.42%
1 Year 7.75% 7.81%
3 Year 6.16% 6.22%
5 Year 5.44% 5.28%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.11% 7.13%
3 Year 6.93% 6.9%
5 Year 6.02% 6.01%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 5.06% 5.99%
3 Year 4.72% 5.56%
5 Year 5.33% 5.17%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.67% 0.66%
Sharp -1.47% -1.31%
Beta 0.84% 0.8%
Alpha -0.44% -0.34%

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Fund Managers

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Sailesh Jain Devang Shah
Total AUM ₹17041 Cr ₹60014 Cr
Fund Manage 7 15
Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 31.84 -41.16
Large Cap -0.24 47.17
Mid Cap -0.08 18.9
Small Cap 0 4.29

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 31.81 -41.16
Petroleum Products -0.02 5.19
Electrical Equipment -0.01 0.48
Industrial Products -0.01 1.04
IT - Software -0.02 5.27
Pharmaceuticals & Biotechnology 0.02 2.88
Cement & Cement Products -0.02 1.98
Personal Products -0.01 0.32
Construction -0.01 1.66
Ferrous Metals 0 1.56
Finance -0.02 5.33
Capital Markets -0.01 1.5
Banks -0.07 13.77
Diversified FMCG 0.01 1.08
Non - Ferrous Metals 0 1.84
Agricultural, Commercial & Construction Vehicles 0 0.42
Chemicals & Petrochemicals 0 1.22
Leisure Services 0 0.75
Automobiles -0.04 2.74
Aerospace & Defense -0.01 2.48
Realty -0.01 2.31
Transport Services -0.01 0.4
Telecom - Services -0.02 3.02
Insurance 0 0.28
Gas 0 0.02
Fertilizers & Agrochemicals 0 0.81
Consumer Durables 0 1
Entertainment 0 0.02
Agricultural Food & other Products 0 0.37
Diversified Metals 0 1.95
Oil 0 -
Food Products 0 0.15
Power -0.01 3.94
Auto Components 0 0.61
Healthcare Services 0 0.18
Metals & Minerals Trading -0.01 -
Consumable Fuels 0 0.01
Minerals & Mining 0 0.72
Retailing 0 0.84
Beverages 0 0.1
Transport Infrastructure -0.01 2.12

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