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) | ₹1112 Cr | ₹15931 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 | 0.38% | 0.37% |
6 Month | 2.9% | 3.13% |
1 Year | 6.06% | 6.55% |
3 Year | - | 7.05% |
5 Year | - | 5.7% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.26% | 1.34% |
1 Year | 5.74% | 6.15% |
3 Year | - | 6.97% |
5 Year | - | 6.46% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 6.7% | 6.24% |
3 Year | - | 5.95% |
5 Year | - | 5.41% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | - | 0.42% |
Sharp | - | 0.71% |
Beta | - | 0.51% |
Alpha | - | -0.07% |
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 | 30.3 | 28.65 |
Large Cap | 45.77 | 45.22 |
Mid Cap | 17.72 | 20.57 |
Small Cap | 6.21 | 5.57 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 29.98 | 26.42 |
Energy | 5.93 | 6.62 |
Technology | 4.6 | 6.32 |
Basic Materials | 6.1 | 7.71 |
Consumer Defensive | 1.91 | 4.61 |
Industrials | 3.38 | 5.26 |
Financial Services | 34.6 | 22.98 |
Healthcare | 2.21 | 4.69 |
Consumer Cyclical | 6.61 | 5.98 |
Utilities | 2.26 | 4.42 |
Communication Services | 1.96 | 3.91 |
Real Estate | 0.46 | 1.07 |
Top Comparisons
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns12.35%
Quant Quantamental Fund Regular - Growth
3Y Returns18.99%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.19%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns25.64%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.19%
SBI Focused Fund - Regular Plan -Growth
3Y Returns14.97%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.57%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.7%