Compare Tata Arbitrage Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G) Online

Home

Mutual Funds

Compare Mutual Funds

Tata Arbitrage Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

Tata Arbitrage Fund - Direct (G)

8.08%

Tata Balanced Advantage Fund - Direct (G)

6.48%

Graph not available

About Fund

Custodian

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Custodian

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Fund Details

Risk

Low Risk

Min SIP Amount

5000

Fund Size

12792.08

Expense Ratio

0.98

NAV

14.957

Launch Date

December 10, 2018

Exit Load

Risk

Moderately High Risk

Min SIP Amount

5000

Fund Size

10075.20

Expense Ratio

2.5

NAV

21.9886

Launch Date

January 9, 2019

Exit Load

Risk

Low Risk

Min SIP Amount

5000

Fund Size

12792.08

Expense Ratio

0.98

NAV

14.957

Launch Date

December 10, 2018

Exit Load

Risk

Moderately High Risk

Min SIP Amount

5000

Fund Size

10075.20

Expense Ratio

2.5

NAV

21.9886

Launch Date

January 9, 2019

Exit Load

6.28 %

7.48 %

8.08 %

15.77 %

12.41 %

6.48 %

Fund Manager

Sailesh Jain

Qualification

B.Com, MBA,

Experience

He is having 3 years of experience in Derivative Sales. He started his career with Refco - Sify Securities India Ltd.He worked also with Brics Securities Ltd.

Fund Manager

Rahul Singh

Qualification

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Experience

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

Fund Manager

RahulSingh

Qualification

B.Tech, PGDBM

Experience

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

Get your FAQs right

When comparing Tata Arbitrage Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Yes, you can invest in both Tata Arbitrage Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

While comparing Tata Arbitrage Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Yes, you can typically switch between Tata Arbitrage Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Yes, you can compare Tata Arbitrage Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Join the Future of Trading

with BlinkX