Tata Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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 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) ₹32487 Cr ₹11519 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Nov 2006 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 252% 487.73%
Expense Ratio 0.96 1.07
Manager R Arun Sailesh Jain
ISIN Code INF200K01156 INF277K015Q7
Exits Load Exit load of 0.25%, if redeemed within 1 month./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.58% 0.58%
6 Month 3.62% 3.58%
1 Year 7.59% 7.56%
3 Year 6.18% 5.73%
5 Year 5.23% 5.34%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
6 Month - -
1 Year 3.67% 3.64%
3 Year 10.59% 10.09%
5 Year 15.68% 15.19%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Tata Arbitrage Fund-Regular Plan-Growth
1 Year 4.67% 4.72%
3 Year 12.35% 11.96%
5 Year 15.86% 15.38%

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%

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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 -30.25 -31.8
Large Cap 28.53 27.94
Mid Cap 5.34 5.41
Small Cap 1.49 2.74

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Tata Arbitrage Fund-Regular Plan-Growth

Capital Goods -0.01 -0.02
Financial 3.28 2.77
Automobile -0.03 -0.03
Consumer Staples 0.0099999999999999 5.1868231931707E-16
Healthcare -0.01 -0.02
Materials -0.0099999999999999 -0.01
Chemicals 0 -0.01
Energy -0.03 -0.04
Consumer Discretionary 0 -
Services -0.0099999999999998 -0.0099999999999999
Metals & Mining -0.02 -0.020000000000001
Construction 0 0
Technology 0.48 -0.01
Communication 1.46 1.69
Diversified - 0

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