Bajaj Finserv Arbitrage Fund Regular vs Axis Arbitrage Fund compare

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Bajaj Finserv Arbitrage Fund Regular - Growth

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Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1257 Cr	₹7873 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

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Month	0.45%	0.45%
6 Month	2.73%	2.8%
1 Year	5.88%	6.26%
3 Year	-	7%
5 Year	-	5.73%

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
6 Month	1.34%	1.36%
1 Year	5.57%	5.82%
3 Year	-	6.69%
5 Year	-	6.36%

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Year	6.66%	6.06%
3 Year	-	5.83%
5 Year	-	5.25%

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation	-	0.66%
Sharp	-	2.3%
Beta	-	0.48%
Alpha	-	0.29%

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

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	27.7	25.1
Large Cap	41.71	44.57
Mid Cap	22.43	26.04
Small Cap	8.17	4.25

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	27.08	25.1
Energy	6.2	-
Industrials	4.96	-
Basic Materials	8.05	-
Consumer Defensive	1.92	-
Financial Services	32.61	-
Healthcare	2.34	-
Consumer Cyclical	5.95	-
Technology	4.21	-
Utilities	2.2	-
Communication Services	4.03	-
Real Estate	0.44	-
Petroleum Products	-	2.86
Industrial Products	-	0.82
Cement & Cement Products	-	3.28
Personal Products	-	0.05
Construction	-	1.03
Ferrous Metals	-	1.63
Finance	-	6.38
Consumer Durables	-	2.86
Capital Markets	-	1.45
Healthcare Services	-	0.68
Banks	-	18.37
Diversified FMCG	-	0.58
Non - Ferrous Metals	-	0.56
Electrical Equipment	-	0.22
Pharmaceuticals & Biotechnology	-	2.42
Leisure Services	-	0.2
Automobiles	-	1.63
Aerospace & Defense	-	1.24
Auto Components	-	2.01
Realty	-	2.41
Insurance	-	0.42
Transport Services	-	0.2
Power	-	2.94
Telecom - Services	-	5.74
Agricultural Food & other Products	-	1.48
Beverages	-	0.83
Gas	-	0.21
Diversified Metals	-	0.65
Food Products	-	0.66
Industrial Manufacturing	-	0.23
IT - Software	-	2.86
Chemicals & Petrochemicals	-	1.24
Retailing	-	3.28
Financial Technology (Fintech)	-	0.98
Metals & Minerals Trading	-	0.15
Minerals & Mining	-	0.56
Fertilizers & Agrochemicals	-	0.05
Transport Infrastructure	-	1.7