SBI Arbitrage Opportunities Fund vs Tata Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
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 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
3Y Returns15.26%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns16.78%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.29%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.84%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns21.11%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.92%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns15.82%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns11.6%