Edelweiss Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
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) | ₹12921 Cr | ₹12906 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹150 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Dec 2018 | 27 Jun 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% | 370% |
Expense Ratio | 1.08 | 1.05 |
Manager | Sailesh Jain | Dhawal Dalal |
ISIN Code | INF277K015Q7 | INF754K01EF3 |
Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.78% | 0.74% |
6 Month | 3.66% | 3.72% |
1 Year | 7.26% | 7.35% |
3 Year | 6.53% | 6.69% |
5 Year | 5.43% | 5.47% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 2.09% | 2.14% |
1 Year | 7.21% | 7.36% |
3 Year | 7.17% | 7.31% |
5 Year | 6.25% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 5.21% | 6.19% |
3 Year | 4.79% | 5.83% |
5 Year | 5.34% | 5.37% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.592% | 0.607% |
Sharp | -0.416% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 101.54 | 103.13 |
Large Cap | 46.75 | 49.6 |
Small Cap | 2.95 | 4.67 |
Mid Cap | 15.2 | 15.88 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 100.82 | 102.49 |
Communication Services | 2.93 | 3.33 |
Energy | 7.06 | 7.16 |
Utilities | 3.52 | 3.06 |
Industrials | 6.06 | 6.73 |
Technology | 2.15 | 4.79 |
Basic Materials | 8.71 | 9.92 |
Healthcare | 1.77 | 3.08 |
Consumer Defensive | 3.15 | 1.93 |
Financial Services | 19.96 | 22.68 |
Consumer Cyclical | 8.77 | 7.6 |
Real Estate | 1.53 | 0.52 |
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