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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) | ₹1277 Cr | ₹8084 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 | 0.39% | 0.41% |
| 6 Month | 2.69% | 2.74% |
| 1 Year | 6% | 6.34% |
| 3 Year | - | 6.98% |
| 5 Year | - | 5.74% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.37% |
| 1 Year | 5.57% | 5.84% |
| 3 Year | - | 6.67% |
| 5 Year | - | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.66% | 6.06% |
| 3 Year | - | 5.84% |
| 5 Year | - | 5.26% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 0.37% |
| Sharp | - | 0.71% |
| Beta | - | 0.48% |
| Alpha | - | 0.29% |
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 | 31.28 | 26.14 |
| Large Cap | 38.29 | 43.38 |
| Mid Cap | 22.47 | 24.94 |
| Small Cap | 7.96 | 5.53 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.39 | 24.23 |
| Energy | 4.78 | 3.17 |
| Industrials | 5.04 | 5.36 |
| Technology | 2.92 | 3.21 |
| Basic Materials | 8.7 | 8.84 |
| Consumer Defensive | 2.64 | 3.7 |
| Financial Services | 30.88 | 27.28 |
| Healthcare | 2.16 | 3.54 |
| Consumer Cyclical | 6.27 | 10.3 |
| Utilities | 1.74 | 2.44 |
| Communication Services | 4.06 | 5.54 |
| Real Estate | 0.44 | 2.39 |
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