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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) | ₹1112 Cr | ₹7545 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 | 0.33% | 0.3% |
| 6 Month | 2.81% | 3.05% |
| 1 Year | 6.07% | 6.47% |
| 3 Year | - | 6.83% |
| 5 Year | - | 5.58% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.26% | 1.32% |
| 1 Year | 5.74% | 6.11% |
| 3 Year | - | 6.86% |
| 5 Year | - | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.7% | 6.03% |
| 3 Year | - | 5.77% |
| 5 Year | - | 5.21% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 0.41% |
| Sharp | - | 0.32% |
| 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 | 30.3 | 33.49 |
| Large Cap | 45.77 | 43.42 |
| Mid Cap | 17.72 | 18.7 |
| Small Cap | 6.21 | 4.4 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.98 | 31.52 |
| Energy | 5.93 | 3.83 |
| Technology | 4.6 | 5.17 |
| Basic Materials | 6.1 | 7.27 |
| Consumer Defensive | 1.91 | 2.98 |
| Industrials | 3.38 | 4.7 |
| Financial Services | 34.6 | 26.13 |
| Healthcare | 2.21 | 3.43 |
| Consumer Cyclical | 6.61 | 6.41 |
| Utilities | 2.26 | 2.9 |
| Communication Services | 1.96 | 3.56 |
| Real Estate | 0.46 | 2.1 |
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