Axis Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Fund SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹32487 Cr ₹5237 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 2006 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 252% 64.15%
Expense Ratio 0.96 1.01
Manager R Arun Devang Shah
ISIN Code INF200K01156 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.62% 3.65%
1 Year 7.59% 7.61%
3 Year 6.18% 5.86%
5 Year 5.23% 5.19%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.67% 3.68%
3 Year 10.59% 10.1%
5 Year 15.68% 15.06%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.67% 4.59%
3 Year 12.35% 11.86%
5 Year 15.86% 15.25%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.66%
Sharp -0.86% -1.31%
Beta 0.78% 0.8%
Alpha -0.07% -0.34%

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Fund Managers

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Name R Arun Devang Shah
Total AUM ₹207055 Cr ₹60014 Cr
Fund Manage 8 15
SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Large Cap 28.53 38.5
Others -30.25 26.31
Mid Cap 5.34 7.49
Small Cap 1.49 1.58

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Financial 3.28 1.65
Capital Goods -0.0099999999999998 -0.02
Consumer Staples 0.0099999999999993 0.0099999999999999
Metals & Mining -0.02 -0.059999999999999
Construction 0 0.07
Energy -0.03 -0.05
Automobile -0.03 -0.01
Communication 1.46 -0.01
Technology 0.48 -
Services -0.01 0
Healthcare -0.01 -0.02
Chemicals 0 0
Materials -0.01 -0.0099999999999999
Consumer Discretionary 0 0
Others - 72.33
Diversified - 0

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