ITI Arbitrage Fund Regular vs Tata Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹43 Cr | ₹12921 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2019 | 18 Dec 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 487.73% |
Expense Ratio | 0.93 | 1.08 |
Manager | Vikrant Mehta | Sailesh Jain |
ISIN Code | INF00XX01416 | INF277K015Q7 |
Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.68% | 0.7% |
6 Month | 3.51% | 3.63% |
1 Year | 7.13% | 7.23% |
3 Year | 5.82% | 6.55% |
5 Year | 4.45% | 5.45% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.17% | 2.09% |
1 Year | 7.18% | 7.21% |
3 Year | 6.81% | 7.17% |
5 Year | 5.55% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 2.94% | 5.21% |
3 Year | 3.64% | 4.79% |
5 Year | 4.25% | 5.34% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.745% | 0.592% |
Sharp | -1.529% | -0.416% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Vikrant Mehta | Sailesh Jain |
Total AUM | ₹698 Cr | ₹17041 Cr |
Funds Managed | 8 | 7 |
ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 26.79 | 101.54 |
Large Cap | 56.82 | 46.75 |
Mid Cap | 14.62 | 15.2 |
Small Cap | 1.77 | 2.95 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 26.79 | 100.82 |
Energy | 2.78 | 7.06 |
Technology | 1.65 | 2.15 |
Industrials | 5.1 | 6.06 |
Financial Services | 29.76 | 19.96 |
Healthcare | 4.06 | 1.77 |
Basic Materials | 15.27 | 8.71 |
Consumer Cyclical | 4.63 | 8.77 |
Communication Services | 5.73 | 2.93 |
Consumer Defensive | 4.23 | 3.15 |
Utilities | - | 3.52 |
Real Estate | - | 1.53 |
Top Comparisons
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.99%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns14.99%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns16.19%
Nippon India Large Cap Fund- Growth Plan -Growth Option
3Y Returns18.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.14%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.14%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns14.99%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns14.21%