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) | ₹1296 Cr | ₹16053 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 | 0.46% | 0.45% |
| 6 Month | 2.59% | 2.68% |
| 1 Year | 6.02% | 6.44% |
| 3 Year | - | 7.04% |
| 5 Year | - | 5.72% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.81% | 0.82% |
| 1 Year | 4.61% | 4.88% |
| 3 Year | - | 6.5% |
| 5 Year | - | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.25% |
| 3 Year | - | 5.99% |
| 5 Year | - | 5.42% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | - | 0.41% |
| Sharp | - | 0.86% |
| Beta | - | 0.50% |
| Alpha | - | -0.11% |
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 | 33.11 | 24.04 |
| Large Cap | 41.14 | 46.34 |
| Mid Cap | 18.93 | 23.77 |
| Small Cap | 6.82 | 5.85 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 32.31 | 22.42 |
| Energy | 5.76 | 7.19 |
| Industrials | 4.52 | 5.32 |
| Technology | 3.43 | 4.92 |
| Basic Materials | 7.18 | 8.25 |
| Consumer Defensive | 1.37 | 4.41 |
| Financial Services | 31.92 | 27.78 |
| Healthcare | 2.08 | 3.66 |
| Consumer Cyclical | 5.39 | 6.68 |
| Utilities | 2 | 4.46 |
| Communication Services | 3.66 | 3.73 |
| Real Estate | 0.38 | 1.18 |
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