Bajaj Finserv Arbitrage Fund Regular vs Axis Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹897 Cr | ₹6767 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 15 Sep 2023 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 64.15% |
Expense Ratio | 0.95 | 0.99 |
Manager | Siddharth Chaudhary | Devang Shah |
ISIN Code | INF0QA701490 | INF846K01QC8 |
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 | 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.51% | 0.56% |
6 Month | 3.11% | 3.39% |
1 Year | 6.34% | 6.88% |
3 Year | - | 6.72% |
5 Year | - | 5.48% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.63% |
1 Year | 6.32% | 6.82% |
3 Year | - | 7.1% |
5 Year | - | 6.35% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.74% | 6.02% |
3 Year | - | 5.7% |
5 Year | - | 5.2% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 0.56% |
Sharp | - | -0.23% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Siddharth Chaudhary | Devang Shah |
Total AUM | ₹7136 Cr | ₹60014 Cr |
Funds Managed | 8 | 15 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.18 | 34.52 |
Large Cap | 54.19 | 45.85 |
Small Cap | 4.03 | 3.48 |
Mid Cap | 12.6 | 16.14 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.09 | 33.82 |
Energy | 5.18 | 4.17 |
Utilities | 2.66 | 1.96 |
Industrials | 3.89 | 3.76 |
Technology | 5.34 | 7.64 |
Basic Materials | 6.53 | 6.71 |
Consumer Defensive | 2.58 | 2.62 |
Financial Services | 34.19 | 27.44 |
Consumer Cyclical | 5.83 | 4.67 |
Healthcare | 0.89 | 2.53 |
Communication Services | 3.1 | 2.96 |
Real Estate | 0.71 | 1.72 |
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