Bajaj Finserv Arbitrage Fund Regular vs Aditya Birla Sun Life Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1277 Cr | ₹25267 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 1085% |
| Expense Ratio | 0.95 | 1.01 |
| Manager | Siddharth Chaudhary | Pranav Gupta |
| ISIN Code | INF0QA701490 | INF209K01264 |
| Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.44% |
| 6 Month | 2.69% | 2.79% |
| 1 Year | 5.99% | 6.39% |
| 3 Year | - | 7.03% |
| 5 Year | - | 5.77% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.41% |
| 1 Year | 5.55% | 5.92% |
| 3 Year | - | 6.75% |
| 5 Year | - | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.66% | 6.43% |
| 3 Year | - | 6.19% |
| 5 Year | - | 6.19% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 0.66% |
| Sharp | - | 2.53% |
| Beta | - | 0.45% |
| Alpha | - | 0.43% |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Pranav Gupta |
| Total AUM | ₹7136 Cr | ₹10003 Cr |
| Funds Managed | 8 | 9 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.28 | 23.58 |
| Large Cap | 38.29 | 52.73 |
| Mid Cap | 22.47 | 19.52 |
| Small Cap | 7.96 | 4.17 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.39 | 21.22 |
| Energy | 4.78 | 6.52 |
| Industrials | 5.04 | 6.49 |
| Technology | 2.92 | 3.46 |
| Basic Materials | 8.7 | 8.97 |
| Consumer Defensive | 2.64 | 4.75 |
| Financial Services | 30.88 | 27.83 |
| Healthcare | 2.16 | 4.01 |
| Consumer Cyclical | 6.27 | 8.72 |
| Utilities | 1.74 | 2.89 |
| Communication Services | 4.06 | 3.82 |
| Real Estate | 0.44 | 1.32 |
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