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) | ₹951 Cr | ₹5848 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 | 0.59% | 0.69% |
6 Month | 3.36% | 3.61% |
1 Year | 6.71% | 7.22% |
3 Year | - | 6.55% |
5 Year | - | 5.36% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.78% | 1.96% |
1 Year | 6.89% | 7.45% |
3 Year | - | 7.27% |
5 Year | - | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.8% | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 0.61% |
Sharp | - | -0.476% |
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 | 27.37 | 100.01 |
Large Cap | 58.2 | 53.26 |
Small Cap | 2.57 | 2.52 |
Mid Cap | 11.86 | 12.66 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.03 | 99.67 |
Energy | 9.44 | 6.54 |
Utilities | 5.05 | 2.62 |
Industrials | 6.42 | 4.77 |
Technology | 2.47 | 4.02 |
Basic Materials | 5.28 | 6.67 |
Healthcare | 1.96 | 2.74 |
Consumer Defensive | 1.5 | 2.3 |
Financial Services | 29.56 | 27.09 |
Consumer Cyclical | 5.92 | 7.26 |
Communication Services | 4.48 | 2.59 |
Real Estate | 0.88 | 2.2 |
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