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 Risk | Low Risk |
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 | 0.66% | 0.58% |
6 Month | 3.37% | 3.45% |
1 Year | 7.02% | 7.17% |
3 Year | 5.55% | 6.33% |
5 Year | 4.33% | 5.47% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.85% | 6.95% |
3 Year | 6.55% | 7% |
5 Year | 5.35% | 6.11% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 2.85% | 5.21% |
3 Year | 3.58% | 4.79% |
5 Year | 4.23% | 5.34% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.745% | 0.593% |
Sharp | -1.529% | -0.246% |
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 |
Fund Manage | 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 | -41.992131303269 | 31.84 |
Large Cap | 49.92 | -0.24 |
Mid Cap | 19.23 | -0.08 |
Small Cap | 1.62 | 0 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | -41.992131303269 | 31.81 |
Petroleum Products | 3.17 | -0.02 |
IT - Software | 2.83 | -0.02 |
Construction | 3.02 | -0.01 |
Finance | 4.05 | -0.02 |
Banks | 17.17 | -0.07 |
Pharmaceuticals & Biotechnology | 3.17 | 0.02 |
Automobiles | 6.96 | -0.04 |
Ferrous Metals | 3.92 | 0 |
Telecom - Services | 7.44 | -0.02 |
Capital Markets | 0.51 | -0.01 |
Diversified FMCG | 1.03 | 0.01 |
Insurance | 2.28 | 0 |
Diversified Metals | 2.54 | 0 |
Consumer Durables | 6.04 | 0 |
Aerospace & Defense | 2.15 | -0.01 |
Auto Components | 1.87 | 0 |
Transport Infrastructure | 2.62 | -0.01 |
Electrical Equipment | - | -0.01 |
Industrial Products | - | -0.01 |
Cement & Cement Products | - | -0.02 |
Personal Products | - | -0.01 |
Non - Ferrous Metals | - | 0 |
Agricultural, Commercial & Construction Vehicles | - | 0 |
Chemicals & Petrochemicals | - | 0 |
Leisure Services | - | 0 |
Realty | - | -0.01 |
Transport Services | - | -0.01 |
Gas | - | 0 |
Fertilizers & Agrochemicals | - | 0 |
Entertainment | - | 0 |
Agricultural Food & other Products | - | 0 |
Oil | - | 0 |
Food Products | - | 0 |
Power | - | -0.01 |
Healthcare Services | - | 0 |
Metals & Minerals Trading | - | -0.01 |
Consumable Fuels | - | 0 |
Minerals & Mining | - | 0 |
Retailing | - | 0 |
Beverages | - | 0 |
Top Comparisons
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.7%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns11.72%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns10.57%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns6.27%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.5%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.3%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns13.63%