Tata Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹14701 Cr | ₹12921 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Oct 2010 | 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 | 1243% | 487.73% |
Expense Ratio | 1.07 | 1.08 |
Manager | Anju Chhajer | Sailesh Jain |
ISIN Code | INF204K01IY1 | INF277K015Q7 |
Exits Load | Nippon India Arbitrage Fund - 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.45% | 0.45% |
6 Month | 3.19% | 3.18% |
1 Year | 7.04% | 7.05% |
3 Year | 6.39% | 6.4% |
5 Year | 5.35% | 5.44% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.59% | 1.56% |
1 Year | 6.81% | 6.83% |
3 Year | 7.05% | 7.07% |
5 Year | 6.19% | 6.18% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.57% | 5.21% |
3 Year | 6.28% | 4.79% |
5 Year | 6.2% | 5.34% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.582% | 0.592% |
Sharp | -0.415% | -0.416% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Anju Chhajer | Sailesh Jain |
Total AUM | ₹71679 Cr | ₹17041 Cr |
Fund Manage | 13 | 7 |
Nippon India Arbitrage Fund - Growth Plan - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 100.51691 | 101.54023 |
Large Cap | 48.16141 | 46.7478 |
Small Cap | 4.55783 | 2.95002 |
Mid Cap | 16.60713 | 15.20246 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 99.4897 | 100.8235 |
Energy | 7.89626 | 7.06194 |
Utilities | 1.22082 | 3.52263 |
Industrials | 8.59019 | 6.0607 |
Technology | 4.15562 | 2.15455 |
Basic Materials | 6.92223 | 8.71241 |
Healthcare | 3.62186 | 1.77008 |
Consumer Defensive | 4.18547 | 3.14621 |
Financial Services | 24.18912 | 19.95537 |
Consumer Cyclical | 6.79093 | 8.77181 |
Communication Services | 2.28846 | 2.9327 |
Real Estate | 0.49262 | 1.52861 |
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