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) | ₹929 Cr | ₹20646 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 | 0.44% | 0.48% |
6 Month | 3% | 3.36% |
1 Year | 6.34% | 6.94% |
3 Year | - | 6.96% |
5 Year | - | 5.6% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.67% |
1 Year | 6.26% | 6.92% |
3 Year | - | 7.18% |
5 Year | - | 6.44% |
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 | - | 0.51% |
Sharp | - | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 29.36 | 32.6 |
Large Cap | 48.46 | 46.59 |
Small Cap | 7.42 | 4.5 |
Mid Cap | 14.76 | 16.31 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.02 | 30.11 |
Energy | 5.58 | 7.52 |
Utilities | 2.59 | 3.81 |
Technology | 4.28 | 4.53 |
Basic Materials | 6.88 | 7.58 |
Consumer Defensive | 1.88 | 4.5 |
Industrials | 3.48 | 6.77 |
Financial Services | 35.54 | 20.99 |
Consumer Cyclical | 6.26 | 5.9 |
Healthcare | 0.85 | 3.92 |
Communication Services | 3.14 | 3.44 |
Real Estate | 0.49 | 0.94 |
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