Axis Arbitrage Fund vs Aditya Birla Sun Life 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 | 0.48% | 0.46% |
| 6 Month | 2.92% | 2.85% |
| 1 Year | 6.38% | 6.27% |
| 3 Year | 7.08% | 6.98% |
| 5 Year | 5.73% | 5.68% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.38% |
| 1 Year | 6.11% | 5.97% |
| 3 Year | 6.83% | 6.75% |
| 5 Year | 6.42% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.43% | 6.05% |
| 3 Year | 6.17% | 5.82% |
| 5 Year | 6.23% | 5.25% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.39% |
| Sharp | 0.76% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.67 | 27.72 |
| Large Cap | 51.62 | 44.34 |
| Mid Cap | 17.83 | 23.65 |
| Small Cap | 3.87 | 4.29 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.22 | 25.94 |
| Energy | 6.91 | 3.8 |
| Industrials | 6.4 | 5.14 |
| Technology | 3.83 | 4.62 |
| Basic Materials | 7.3 | 7.25 |
| Healthcare | 3.9 | 2.71 |
| Consumer Defensive | 4.77 | 3.29 |
| Financial Services | 25.45 | 27.17 |
| Consumer Cyclical | 8.81 | 10.05 |
| Real Estate | 1.36 | 2.16 |
| Utilities | 3.25 | 2.94 |
| Communication Services | 3.79 | 4.93 |
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