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Axis Arbitrage Fund vs Edelweiss Arbitrage Fund compare

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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