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) ₹31883 Cr ₹12432 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 0.95 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 0.6% 0.61%
6 Month 3.47% 3.45%
1 Year 7.8% 7.75%
3 Year 6.47% 6.16%
5 Year 5.37% 5.44%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
6 Month - -
1 Year 7.14% 7.11%
3 Year 7.13% 6.93%
5 Year 6.22% 6.02%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.42% 5.06%
3 Year 6.12% 4.72%
5 Year 7% 5.33%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.69% 0.67%
Sharp -0.86% -1.47%
Beta 0.78% 0.84%
Alpha -0.07% -0.44%

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
Fund Manage 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 -42.89 31.84
Large Cap 56.2 -0.24
Mid Cap 13.49 -0.08
Small Cap 1.56 0

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Tata Arbitrage Fund-Regular Plan-Growth

Others -42.89 31.81
Petroleum Products 6.12 -0.02
Electrical Equipment 1.2 -0.01
IT - Software 7.62 -0.02
Cement & Cement Products 1.2 -0.02
Pharmaceuticals & Biotechnology 3.29 0.02
IT - Services 0.25 -
Personal Products 0.55 -0.01
Construction 0.84 -0.01
Ferrous Metals 1.66 0
Finance 5.14 -0.02
Consumer Durables 1.48 0
Capital Markets 0.79 -0.01
Banks 11.59 -0.07
Diversified FMCG 1.3 0.01
Non - Ferrous Metals 0.69 0
Agricultural, Commercial & Construction Vehicles 0.24 0
Chemicals & Petrochemicals 0.71 0
Leisure Services 0.34 0
Automobiles 5.26 -0.04
Aerospace & Defense 2.78 -0.01
Fertilizers & Agrochemicals 0.74 0
Realty 2.04 -0.01
Transport Services 0.89 -0.01
Healthcare Services 0.35 0
Telecom - Services 2.63 -0.02
Insurance 0.41 0
Gas 0.32 0
Agricultural Food & other Products 0.46 0
Diversified Metals 1.51 0
Oil 0.56 0
Food Products 0.54 0
Power 1.92 -0.01
Industrial Products 0.27 -0.01
Auto Components 0.9 0
Metals & Minerals Trading 1.68 -0.01
Consumable Fuels 0.32 0
Minerals & Mining 0.54 0
Retailing 0.57 0
Beverages 0.5 0
Transport Infrastructure 1.05 -0.01
Entertainment - 0

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.26%

VS

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns6.22%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns10.2%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns16.13%

Compare Now

Bandhan Bond Fund Income Plan Regular-Growth Bandhan Bond Fund Income Plan Regular-Growth

3Y Returns4.64%

VS

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns9.49%

VS

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.75%

Compare Now
Request call back
Add to Cart Successfully