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) | ₹1296 Cr | ₹7578 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 | 0.56% | 0.57% |
| 6 Month | 2.61% | 2.75% |
| 1 Year | 6.04% | 6.41% |
| 3 Year | - | 6.87% |
| 5 Year | - | 5.62% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.4% |
| 1 Year | 5.79% | 6.12% |
| 3 Year | - | 6.84% |
| 5 Year | - | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.66% | 6.04% |
| 3 Year | - | 5.79% |
| 5 Year | - | 5.23% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 0.42% |
| Sharp | - | 0.23% |
| Beta | - | - |
| Alpha | - | - |
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 | 33.11 | 27.72 |
| Large Cap | 41.14 | 44.34 |
| Mid Cap | 18.93 | 23.65 |
| Small Cap | 6.82 | 4.29 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.31 | 25.94 |
| Energy | 5.76 | 3.8 |
| Industrials | 4.52 | 5.14 |
| Technology | 3.43 | 4.62 |
| Basic Materials | 7.18 | 7.25 |
| Consumer Defensive | 1.37 | 3.29 |
| Financial Services | 31.92 | 27.17 |
| Healthcare | 2.08 | 2.71 |
| Consumer Cyclical | 5.39 | 10.05 |
| Utilities | 2 | 2.94 |
| Communication Services | 3.66 | 4.93 |
| Real Estate | 0.38 | 2.16 |
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