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) | ₹1257 Cr | ₹24256 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 | 0.39% | 0.44% |
| 6 Month | 2.75% | 2.93% |
| 1 Year | 5.95% | 6.4% |
| 3 Year | - | 7.04% |
| 5 Year | - | 5.72% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.42% |
| 1 Year | 5.71% | 6.11% |
| 3 Year | - | 6.83% |
| 5 Year | - | 6.42% |
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 | - | 6.17% |
| 5 Year | - | 6.23% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 0.38% |
| Sharp | - | 0.76% |
| 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 | 27.7 | 22.94 |
| Large Cap | 41.71 | 53 |
| Mid Cap | 22.43 | 19.44 |
| Small Cap | 8.17 | 4.62 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.08 | 20.81 |
| Energy | 6.2 | 6.74 |
| Industrials | 4.96 | 6.8 |
| Basic Materials | 8.05 | 8.41 |
| Consumer Defensive | 1.92 | 4.79 |
| Financial Services | 32.61 | 27.12 |
| Healthcare | 2.34 | 4.11 |
| Consumer Cyclical | 5.95 | 8.59 |
| Technology | 4.21 | 4.21 |
| Utilities | 2.2 | 3.23 |
| Communication Services | 4.03 | 3.67 |
| Real Estate | 0.44 | 1.53 |
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