Edelweiss Arbitrage Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Fund Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹11519 Cr ₹11702 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹150 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2018 05 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Close Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 370%
Expense Ratio 1.07 1.09
Manager Sailesh Jain Dhawal Dalal
ISIN Code INF277K015Q7 INF754K01EF3
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month 0.77% 0.8%
6 Month 3.65% 3.62%
1 Year 7.58% 7.74%
3 Year 6.06% 6.25%
5 Year 5.42% 5.43%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month - -
1 Year 7.23% 7.34%
3 Year 6.87% 7.02%
5 Year 5.97% 6.09%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 5.06% 6.16%
3 Year 4.72% 5.78%
5 Year 5.33% 5.37%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.67% 0.68%
Sharp -1.47% -1.35%
Beta 0.84% 0.21%
Alpha -0.44% -0.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Name Sailesh Jain Dhawal Dalal
Total AUM ₹17041 Cr ₹25974 Cr
Fund Manage 7 12
Tata Arbitrage Fund-Regular Plan-Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others -31.8 -34.62
Large Cap 27.94 25
Mid Cap 5.41 8.23
Small Cap 2.74 3.06

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Capital Goods -0.02 -0.0099999999999997
Healthcare -0.02 -5.5511151231258E-17
Financial 2.77 1.63
Consumer Staples 5.1868231931707E-16 -0.01
Energy -0.04 -0.02
Chemicals -0.01 0.03
Automobile -0.03 -8.3266726846887E-17
Services -0.0099999999999999 0.02
Metals & Mining -0.020000000000001 -0.02
Materials -0.01 -5.5511151231258E-17
Diversified 0 -
Technology -0.01 -0.01
Construction 0 0
Communication 1.69 -
Consumer Discretionary - 0.06

Top Comparisons

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns13.62%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns14.46%

Compare Now

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns11.56%

Compare Now

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns7.42%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22.08%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.9%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.42%

Compare Now
Request call back
Add to Cart Successfully