Bajaj Finserv Arbitrage Fund Regular vs Tata Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹951 Cr | ₹12921 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹150 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 18 Dec 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 487.73% |
Expense Ratio | 0.95 | 1.08 |
Manager | Siddharth Chaudhary | Sailesh Jain |
ISIN Code | INF0QA701490 | INF277K015Q7 |
Exits Load | Bajaj Finserv 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.59% | 0.67% |
6 Month | 3.31% | 3.54% |
1 Year | 6.64% | 7.14% |
3 Year | - | 6.5% |
5 Year | - | 5.41% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.97% | 2.09% |
1 Year | 6.76% | 7.21% |
3 Year | - | 7.17% |
5 Year | - | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.8% | 5.21% |
3 Year | - | 4.79% |
5 Year | - | 5.34% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 0.592% |
Sharp | - | -0.416% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Siddharth Chaudhary | Sailesh Jain |
Total AUM | ₹7136 Cr | ₹17041 Cr |
Funds Managed | 8 | 7 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 27.37 | 101.54 |
Large Cap | 58.2 | 46.75 |
Small Cap | 2.57 | 2.95 |
Mid Cap | 11.86 | 15.2 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 27.03 | 100.82 |
Energy | 9.44 | 7.06 |
Utilities | 5.05 | 3.52 |
Industrials | 6.42 | 6.06 |
Technology | 2.47 | 2.15 |
Basic Materials | 5.28 | 8.71 |
Healthcare | 1.96 | 1.77 |
Consumer Defensive | 1.5 | 3.15 |
Financial Services | 29.56 | 19.96 |
Consumer Cyclical | 5.92 | 8.77 |
Communication Services | 4.48 | 2.93 |
Real Estate | 0.88 | 1.53 |
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