Bajaj Finserv Arbitrage Fund Regular vs Axis Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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tortoise-icon 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) ₹551 Cr ₹5237 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 Sep 2023 20 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 0.97 1.01
Manager Siddharth Chaudhary Devang Shah
ISIN Code INF0QA701490 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.52% 0.54%
6 Month 3.31% 3.54%
1 Year 6.87% 7.54%
3 Year - 6.05%
5 Year - 5.24%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 5.83% 6.35%
3 Year - 6.55%
5 Year - 5.78%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.81% 5.99%
3 Year - 5.56%
5 Year - 5.17%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation - 0.66%
Sharp - -1.31%
Beta - 0.8%
Alpha - -0.34%

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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
Fund Manage 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 28.32 26.31
Large Cap 55.98 38.5
Mid Cap 12.79 7.49
Small Cap 2.91 1.58

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 28.32 72.33
Petroleum Products 7.31 -
Electrical Equipment 0.81 -
Industrial Products 2.1 -
IT - Software 5.35 -
Pharmaceuticals & Biotechnology 3.4 -
IT - Services 0.09 -
Construction 1.09 0.07
Finance 3.83 -
Ferrous Metals 1.32 -
Banks 14.45 -
Diversified FMCG 1.56 -
Non - Ferrous Metals 0.54 -
Agricultural, Commercial & Construction Vehicles 0.4 -
Cement & Cement Products 1.21 -
Chemicals & Petrochemicals 0.79 -
Leisure Services 0.7 -
Automobiles 5.2 -
Aerospace & Defense 3.51 -
Fertilizers & Agrochemicals 0.34 -
Realty 1.48 -
Personal Products 0.29 -
Insurance 0.1 -
Telecom - Services 2.48 -
Consumer Durables 1.21 -
Agricultural Food & other Products 0.6 -
Gas 0.13 -
Diversified Metals 0.25 -
Oil 0.37 -
Food Products 0.28 -
Power 4.62 -
Auto Components 0.31 -
Metals & Minerals Trading 0.3 -
Consumable Fuels 0.15 -
Minerals & Mining 0.15 -
Transport Services 1.71 -
Retailing 0.51 -
Beverages 0.02 -
Transport Infrastructure 1.4 -
Capital Markets 1.32 -
Automobile - -0.01
Financial - 1.65
Energy - -0.050000000000002
Diversified - 0
Services - 1.0408340855861E-17
Materials - -0.0099999999999998
Consumer Staples - 0.01
Capital Goods - -0.02
Metals & Mining - -0.06
Communication - -0.01
Chemicals - -5.5511151231258E-17
Healthcare - -0.02
Consumer Discretionary - 0

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