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Axis Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹12921 Cr | ₹5848 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 | 0.99 |
| 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 | 0.45% | 0.47% |
| 6 Month | 3.18% | 3.2% |
| 1 Year | 7.05% | 7.1% |
| 3 Year | 6.4% | 6.36% |
| 5 Year | 5.44% | 5.3% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.58% |
| 1 Year | 6.83% | 6.85% |
| 3 Year | 7.07% | 7.04% |
| 5 Year | 6.18% | 6.19% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.21% | - |
| 3 Year | 4.79% | - |
| 5 Year | 5.34% | - |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.592% | 0.61% |
| Sharp | -0.416% | -0.476% |
| Beta | - | - |
| Alpha | - | - |
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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 | 101.54023 | 100.01218 |
| Large Cap | 46.7478 | 53.25847 |
| Small Cap | 2.95002 | 2.51701 |
| Mid Cap | 15.20246 | 12.66316 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100.8235 | 99.66981 |
| Communication Services | 2.9327 | 2.58651 |
| Energy | 7.06194 | 6.53546 |
| Utilities | 3.52263 | 2.61928 |
| Industrials | 6.0607 | 4.76648 |
| Technology | 2.15455 | 4.0209 |
| Basic Materials | 8.71241 | 6.67269 |
| Healthcare | 1.77008 | 2.73933 |
| Consumer Defensive | 3.14621 | 2.29555 |
| Financial Services | 19.95537 | 27.08653 |
| Consumer Cyclical | 8.77181 | 7.25651 |
| Real Estate | 1.52861 | 2.20177 |
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