Aditya Birla Sun Life Arbitrage Fund vs Axis Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹24256 Cr | ₹7873 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Jul 2009 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1085% | 64.15% |
| Expense Ratio | 1.01 | 0.99 |
| Manager | Pranav Gupta | Devang Shah |
| ISIN Code | INF209K01264 | INF846K01QC8 |
| Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.47% | 0.45% |
| 6 Month | 2.86% | 2.8% |
| 1 Year | 6.36% | 6.26% |
| 3 Year | 7.09% | 7% |
| 5 Year | 5.77% | 5.73% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.39% | 1.36% |
| 1 Year | 5.94% | 5.82% |
| 3 Year | 6.77% | 6.69% |
| 5 Year | 6.42% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.43% | 6.06% |
| 3 Year | 6.18% | 5.83% |
| 5 Year | 6.2% | 5.25% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 2.53% | 2.3% |
| Beta | 0.45% | 0.48% |
| Alpha | 0.43% | 0.29% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pranav Gupta | Devang Shah |
| Total AUM | ₹10003 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | -59.17 | 25.1 |
| Large Cap | 55.59 | 44.57 |
| Mid Cap | 19.74 | 26.04 |
| Small Cap | 3.81 | 4.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | -59.17 | 25.1 |
| Petroleum Products | 5.37 | 2.86 |
| Electrical Equipment | 0.94 | 0.22 |
| IT - Software | 2.06 | 2.86 |
| Cement & Cement Products | 1.33 | 3.28 |
| Pharmaceuticals & Biotechnology | 2.98 | 2.42 |
| Personal Products | 0.23 | 0.05 |
| Construction | 1.51 | 1.03 |
| Ferrous Metals | 2.36 | 1.63 |
| Finance | 6.64 | 6.38 |
| Consumer Durables | 1.76 | 2.86 |
| Capital Markets | 2.29 | 1.45 |
| Healthcare Services | 1.12 | 0.68 |
| Banks | 17.71 | 18.37 |
| Diversified FMCG | 1.71 | 0.58 |
| Non - Ferrous Metals | 1.86 | 0.56 |
| Leisure Services | 0.34 | 0.2 |
| Automobiles | 3.42 | 1.63 |
| Aerospace & Defense | 2.07 | 1.24 |
| Auto Components | 1.04 | 2.01 |
| Realty | 1.52 | 2.41 |
| Insurance | 0.58 | 0.42 |
| Transport Services | 0.29 | 0.2 |
| Power | 2.83 | 2.94 |
| Telecom - Services | 3.9 | 5.74 |
| Gas | 0.56 | 0.21 |
| IT - Services | 0.06 | - |
| Agricultural Food & other Products | 0.79 | 1.48 |
| Industrial Products | 0.83 | 0.82 |
| Beverages | 0.81 | 0.83 |
| Diversified Metals | 1.41 | 0.65 |
| Oil | 0.31 | - |
| Food Products | 1.24 | 0.66 |
| Industrial Manufacturing | 0.36 | 0.23 |
| Chemicals & Petrochemicals | 0.52 | 1.24 |
| Financial Technology (Fintech) | 1.25 | 0.98 |
| Metals & Minerals Trading | 0.83 | 0.15 |
| Consumable Fuels | 0.06 | - |
| Minerals & Mining | 0.43 | 0.56 |
| Fertilizers & Agrochemicals | 0.14 | 0.05 |
| Transport Infrastructure | 0.8 | 1.7 |
| Retailing | 2.88 | 3.28 |
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