Aditya Birla Sun Life Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹41552 Cr | ₹23581 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 2006 | 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 | 252% | 1085% |
Expense Ratio | 0.94 | 1.01 |
Manager | R Arun | Pranav Gupta |
ISIN Code | INF200K01156 | INF209K01264 |
Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.32% | 0.3% |
6 Month | 3.19% | 3.14% |
1 Year | 6.69% | 6.61% |
3 Year | 7.15% | 6.94% |
5 Year | 5.82% | 5.62% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.42% | 1.35% |
1 Year | 6.4% | 6.23% |
3 Year | 7.07% | 6.94% |
5 Year | 6.6% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.52% | 6.41% |
3 Year | 6.17% | 6.14% |
5 Year | 6.93% | 6.34% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.39% | 0.40% |
Sharp | 1.19% | 0.58% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | R Arun | Pranav Gupta |
Total AUM | ₹207055 Cr | ₹10003 Cr |
Funds Managed | 8 | 9 |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 32.34 | 33.31 |
Large Cap | 49.76 | 46.16 |
Mid Cap | 15.17 | 16.93 |
Small Cap | 2.74 | 3.6 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.85 | 30.88 |
Energy | 4.69 | 5.88 |
Utilities | 3.11 | 2.94 |
Industrials | 5.61 | 6.33 |
Technology | 6.2 | 5.18 |
Basic Materials | 6.49 | 6.59 |
Healthcare | 4.2 | 4.34 |
Consumer Defensive | 4.31 | 4.68 |
Financial Services | 26.08 | 21.72 |
Consumer Cyclical | 5.05 | 6.69 |
Real Estate | 1.28 | 1.44 |
Communication Services | 2.13 | 3.34 |
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