Aditya Birla Sun Life Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹15516 Cr | ₹22619 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1243% | 1085% |
| Expense Ratio | 1.07 | 1.01 |
| Manager | Anju Chhajer | Pranav Gupta |
| ISIN Code | INF204K01IY1 | INF209K01264 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.46% | 0.44% |
| 6 Month | 2.63% | 2.7% |
| 1 Year | 6.24% | 6.45% |
| 3 Year | 6.88% | 6.99% |
| 5 Year | 5.59% | 5.65% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.85% | 0.87% |
| 1 Year | 4.81% | 5.02% |
| 3 Year | 6.35% | 6.51% |
| 5 Year | 6.11% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.62% | 6.42% |
| 3 Year | 6.3% | 6.15% |
| 5 Year | 5.97% | 6.29% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.38% |
| Sharp | 0.47% | 0.76% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anju Chhajer | Pranav Gupta |
| Total AUM | ₹71679 Cr | ₹10003 Cr |
| Funds Managed | 13 | 9 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.51 | 26.67 |
| Large Cap | 51.57 | 51.62 |
| Mid Cap | 19.55 | 17.83 |
| Small Cap | 3.37 | 3.87 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.55 | 24.22 |
| Energy | 7.38 | 6.91 |
| Industrials | 5.67 | 6.4 |
| Technology | 3.54 | 3.83 |
| Basic Materials | 9.67 | 7.3 |
| Healthcare | 4.52 | 3.9 |
| Consumer Defensive | 4.38 | 4.77 |
| Financial Services | 24.72 | 25.45 |
| Consumer Cyclical | 7 | 8.81 |
| Real Estate | 1.49 | 1.36 |
| Utilities | 3.2 | 3.25 |
| Communication Services | 3.9 | 3.79 |
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