Tata Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare

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tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹12045 Cr ₹11519 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Jul 2009 05 Dec 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Close Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1085% 487.73%
Expense Ratio 1.03 1.07
Manager Pranav Gupta Sailesh Jain
ISIN Code INF209K01264 INF277K015Q7
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.62% 0.6%
6 Month 3.62% 3.63%
1 Year 7.5% 7.46%
3 Year 6.08% 6.04%
5 Year 5.26% 5.39%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
6 Month - -
1 Year 7.27% 7.23%
3 Year 6.91% 6.87%
5 Year 5.97% 5.97%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Year 6.33% 5.06%
3 Year 6.11% 4.72%
5 Year 6.51% 5.33%

Risk Management

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.66% 0.67%
Sharp -1.41% -1.47%
Beta 0.83% 0.84%
Alpha -0.41% -0.44%

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Fund Managers

Scheme Name Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth
Name Pranav Gupta Sailesh Jain
Total AUM ₹10003 Cr ₹17041 Cr
Fund Manage 9 7
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Tata Arbitrage Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Tata Arbitrage Fund-Regular Plan-Growth

Others -45.43 -31.8
Large Cap 35.12 27.94
Mid Cap 7.88 5.41
Small Cap 2.28 2.74

Sector Allocation

Scheme Name

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Tata Arbitrage Fund-Regular Plan-Growth

Materials 0.03 -0.01
Chemicals 0 -0.01
Consumer Staples 0 5.1868231931707E-16
Automobile -0.0099999999999997 -0.03
Financial -0.080000000000001 2.77
Capital Goods -0.02 -0.02
Healthcare 0.01 -0.02
Energy -0.049999999999999 -0.04
Diversified 0 0
Metals & Mining -0.06 -0.020000000000001
Services 0.05 -0.0099999999999999
Technology -0.0099999999999999 -0.01
Construction -0.01 0
Communication - 1.69

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