Bajaj Finserv Arbitrage Fund Regular vs Edelweiss Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1277 Cr | ₹16720 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 15 Sep 2023 | 27 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 370% |
| Expense Ratio | 0.95 | 1.05 |
| Manager | Siddharth Chaudhary | Dhawal Dalal |
| ISIN Code | INF0QA701490 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.43% | 0.45% |
| 6 Month | 2.69% | 2.77% |
| 1 Year | 5.99% | 6.35% |
| 3 Year | - | 7.07% |
| 5 Year | - | 5.85% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.39% |
| 1 Year | 5.55% | 5.8% |
| 3 Year | - | 6.74% |
| 5 Year | - | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.28% |
| 3 Year | - | 6.06% |
| 5 Year | - | 5.45% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | - | 0.40% |
| Sharp | - | 1.06% |
| Beta | - | 0.45% |
| Alpha | - | -0.03% |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Dhawal Dalal |
| Total AUM | ₹7136 Cr | ₹25974 Cr |
| Funds Managed | 8 | 12 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 31.28 | 23.89 |
| Large Cap | 38.29 | 43.64 |
| Mid Cap | 22.47 | 26.12 |
| Small Cap | 7.96 | 6.35 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 30.39 | 22.21 |
| Energy | 4.78 | 6.89 |
| Industrials | 5.04 | 6.27 |
| Technology | 2.92 | 5.4 |
| Basic Materials | 8.7 | 10.08 |
| Consumer Defensive | 2.64 | 5.07 |
| Financial Services | 30.88 | 25.54 |
| Healthcare | 2.16 | 4.97 |
| Consumer Cyclical | 6.27 | 5.94 |
| Utilities | 1.74 | 3.1 |
| Communication Services | 4.06 | 3.06 |
| Real Estate | 0.44 | 1.46 |
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