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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) ₹41552 Cr ₹7545 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 2006 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 252% 64.15%
Expense Ratio 0.94 0.99
Manager R Arun Devang Shah
ISIN Code INF200K01156 INF846K01QC8
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 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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.33% 0.32%
6 Month 3.27% 3.15%
1 Year 6.64% 6.43%
3 Year 7.15% 6.83%
5 Year 5.82% 5.59%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
6 Month 1.42% 1.32%
1 Year 6.4% 6.11%
3 Year 7.07% 6.86%
5 Year 6.6% 6.34%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.52% 6.03%
3 Year 6.17% 5.77%
5 Year 6.93% 5.21%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.39% 0.41%
Sharp 1.19% 0.32%
Beta - -
Alpha - -

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
Funds Managed 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

Others 33.12 32.47
Large Cap 49.41 43.32
Mid Cap 14.99 20.67
Small Cap 2.48 3.53

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Others 31.29 30.24
Energy 4.78 3.44
Utilities 2.76 2.68
Industrials 5.61 4.44
Technology 5.62 4.99
Basic Materials 5.28 6.82
Healthcare 3.74 3.26
Consumer Defensive 4.13 3.14
Financial Services 26.81 25.98
Consumer Cyclical 6.26 9.29
Real Estate 1.36 1.99
Communication Services 2.36 3.71

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