Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Arbitrage Opportunities Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Invest Now

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Fund SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹32169 Cr ₹12921 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Nov 2006 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 252% 487.73%
Expense Ratio 0.94 1.08
Manager R Arun Sailesh Jain
ISIN Code INF200K01156 INF277K015Q7
Exits Load SBI Arbitrage Opportunities Fund - Regular Plan - 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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.69% 0.7%
6 Month 3.69% 3.63%
1 Year 7.31% 7.23%
3 Year 6.84% 6.55%
5 Year 5.46% 5.45%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
6 Month 2.11% 2.09%
1 Year 7.29% 7.21%
3 Year 7.34% 7.17%
5 Year 6.48% 6.25%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.45% 5.21%
3 Year 6.13% 4.79%
5 Year 6.98% 5.34%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.607% 0.592%
Sharp 0.218% -0.416%
Beta - -
Alpha - -

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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Name R Arun Sailesh Jain
Total AUM ₹207055 Cr ₹17041 Cr
Funds Managed 8 7
SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Tata Arbitrage Fund-Regular Plan-Growth

Others 101.84 101.54
Large Cap 54.76 46.75
Small Cap 2.45 2.95
Mid Cap 13.45 15.2

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Tata Arbitrage Fund-Regular Plan-Growth

Others 101.49 100.82
Energy 7.34 7.06
Utilities 3.15 3.52
Industrials 6.35 6.06
Technology 4.82 2.15
Basic Materials 6.77 8.71
Healthcare 2.72 1.77
Consumer Defensive 3.78 3.15
Financial Services 22.14 19.96
Consumer Cyclical 8.09 8.77
Real Estate 1.94 1.53
Communication Services 3.91 2.93

Top Comparisons

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns15.26%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns16.78%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.29%

VS

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.84%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns21.11%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.92%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns15.82%

VS

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns11.6%

Compare Now
Add to Cart Successfully