Axis Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16687 Cr | ₹7873 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Jun 2014 | 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 | 370% | 64.15% |
| Expense Ratio | 1.05 | 0.99 |
| Manager | Dhawal Dalal | Devang Shah |
| ISIN Code | INF754K01EF3 | INF846K01QC8 |
| Exits Load | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.46% | 0.45% |
| 6 Month | 2.85% | 2.8% |
| 1 Year | 6.32% | 6.26% |
| 3 Year | 7.13% | 7% |
| 5 Year | 5.84% | 5.73% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.4% |
| 1 Year | 5.94% | 5.94% |
| 3 Year | 6.82% | 6.74% |
| 5 Year | 6.48% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.27% | 6.06% |
| 3 Year | 6.06% | 5.83% |
| 5 Year | 5.44% | 5.25% |
Risk Management
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.66% |
| Sharp | 0.86% | 1.98% |
| Beta | 0.47% | 0.5% |
| Alpha | -0.06% | 0.19% |
Fund Managers
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Devang Shah |
| Total AUM | ₹25974 Cr | ₹60014 Cr |
| Funds Managed | 12 | 15 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.92 | 25.1 |
| Large Cap | 46.09 | 44.57 |
| Mid Cap | 25.47 | 26.04 |
| Small Cap | 6.52 | 4.25 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.52 | 25.1 |
| Energy | 7.87 | - |
| Industrials | 5.9 | - |
| Technology | 7 | - |
| Basic Materials | 9.21 | - |
| Healthcare | 3.98 | - |
| Consumer Defensive | 5.35 | - |
| Financial Services | 25.68 | - |
| Consumer Cyclical | 6.11 | - |
| Real Estate | 1.33 | - |
| Utilities | 3.51 | - |
| Communication Services | 3.54 | - |
| Petroleum Products | - | 2.86 |
| Industrial Products | - | 0.82 |
| Cement & Cement Products | - | 3.28 |
| Personal Products | - | 0.05 |
| Construction | - | 1.03 |
| Ferrous Metals | - | 1.63 |
| Finance | - | 6.38 |
| Consumer Durables | - | 2.86 |
| Capital Markets | - | 1.45 |
| Healthcare Services | - | 0.68 |
| Banks | - | 18.37 |
| Diversified FMCG | - | 0.58 |
| Non - Ferrous Metals | - | 0.56 |
| Electrical Equipment | - | 0.22 |
| Pharmaceuticals & Biotechnology | - | 2.42 |
| Leisure Services | - | 0.2 |
| Automobiles | - | 1.63 |
| Aerospace & Defense | - | 1.24 |
| Auto Components | - | 2.01 |
| Realty | - | 2.41 |
| Insurance | - | 0.42 |
| Transport Services | - | 0.2 |
| Power | - | 2.94 |
| Telecom - Services | - | 5.74 |
| Agricultural Food & other Products | - | 1.48 |
| Beverages | - | 0.83 |
| Gas | - | 0.21 |
| Diversified Metals | - | 0.65 |
| Food Products | - | 0.66 |
| Industrial Manufacturing | - | 0.23 |
| IT - Software | - | 2.86 |
| Chemicals & Petrochemicals | - | 1.24 |
| Retailing | - | 3.28 |
| Financial Technology (Fintech) | - | 0.98 |
| Metals & Minerals Trading | - | 0.15 |
| Minerals & Mining | - | 0.56 |
| Fertilizers & Agrochemicals | - | 0.05 |
| Transport Infrastructure | - | 1.7 |
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