Tata Arbitrage Fund vs Axis Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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tortoise-icon Axis 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 Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹11519 Cr ₹5237 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹150 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2018 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Close Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 64.15%
Expense Ratio 1.07 1.01
Manager Sailesh Jain Devang Shah
ISIN Code INF277K015Q7 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.58% 3.65%
1 Year 7.56% 7.61%
3 Year 5.73% 5.86%
5 Year 5.34% 5.19%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.64% 3.68%
3 Year 10.09% 10.1%
5 Year 15.19% 15.06%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.72% 4.59%
3 Year 11.96% 11.86%
5 Year 15.38% 15.25%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.67% 0.66%
Sharp -1.47% -1.31%
Beta 0.84% 0.8%
Alpha -0.44% -0.34%

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Fund Managers

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Sailesh Jain Devang Shah
Total AUM ₹17041 Cr ₹60014 Cr
Fund Manage 7 15
Tata Arbitrage Fund-Regular Plan-Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Axis Arbitrage Fund - Regular Plan - Growth

Large Cap 27.94 38.5
Others -31.8 26.31
Small Cap 2.74 1.58
Mid Cap 5.41 7.49

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

Axis Arbitrage Fund - Regular Plan - Growth

Financial 2.77 1.65
Energy -0.04 -0.05
Capital Goods -0.02 -0.02
Metals & Mining -0.02 -0.059999999999999
Consumer Staples 2.2204460492503E-16 0.0099999999999999
Communication 1.69 -0.01
Automobile -0.03 -0.01
Services -0.01 0
Materials -0.01 -0.0099999999999999
Healthcare -0.02 -0.02
Construction 0 0.07
Chemicals -0.0099999999999999 0
Technology -0.01 -
Diversified 0 0
Others - 72.33
Consumer Discretionary - 0

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