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) | ₹1112 Cr | ₹23581 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 | 0.38% | 0.37% |
6 Month | 2.9% | 3.23% |
1 Year | 6.06% | 6.59% |
3 Year | - | 6.98% |
5 Year | - | 5.61% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.26% | 1.35% |
1 Year | 5.74% | 6.23% |
3 Year | - | 6.94% |
5 Year | - | 6.39% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.7% | 6.41% |
3 Year | - | 6.14% |
5 Year | - | 6.34% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 0.40% |
Sharp | - | 0.58% |
Beta | - | - |
Alpha | - | - |
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 | 30.3 | 33.31 |
Large Cap | 45.77 | 46.16 |
Mid Cap | 17.72 | 16.93 |
Small Cap | 6.21 | 3.6 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.98 | 30.88 |
Energy | 5.93 | 5.88 |
Technology | 4.6 | 5.18 |
Basic Materials | 6.1 | 6.59 |
Consumer Defensive | 1.91 | 4.68 |
Industrials | 3.38 | 6.33 |
Financial Services | 34.6 | 21.72 |
Healthcare | 2.21 | 4.34 |
Consumer Cyclical | 6.61 | 6.69 |
Utilities | 2.26 | 2.94 |
Communication Services | 1.96 | 3.34 |
Real Estate | 0.46 | 1.44 |
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