Bajaj Finserv Arbitrage Fund Regular vs Nippon India Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1277 Cr | ₹16259 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 14 Oct 2010 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 1243% |
| Expense Ratio | 0.95 | 1.07 |
| Manager | Siddharth Chaudhary | Anju Chhajer |
| ISIN Code | INF0QA701490 | INF204K01IY1 |
| 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 | Nippon India Arbitrage Fund - Growth charges 0.25% 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.44% |
| 6 Month | 2.61% | 2.68% |
| 1 Year | 6.02% | 6.21% |
| 3 Year | - | 6.86% |
| 5 Year | - | 5.71% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.4% |
| 1 Year | 5.55% | 5.74% |
| 3 Year | - | 6.6% |
| 5 Year | - | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.59% |
| 3 Year | - | 6.31% |
| 5 Year | - | 5.93% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.65% |
| Sharp | - | 2.2% |
| Beta | - | 0.48% |
| Alpha | - | 0.22% |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Anju Chhajer |
| Total AUM | ₹7136 Cr | ₹71679 Cr |
| Funds Managed | 8 | 13 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 27.7 | 25.01 |
| Large Cap | 41.71 | 51.95 |
| Mid Cap | 22.43 | 19.68 |
| Small Cap | 8.17 | 3.37 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 27.08 | 23.9 |
| Energy | 6.2 | 5.98 |
| Industrials | 4.96 | 6.69 |
| Basic Materials | 8.05 | 11.23 |
| Consumer Defensive | 1.92 | 5.31 |
| Financial Services | 32.61 | 23.7 |
| Healthcare | 2.34 | 4.39 |
| Consumer Cyclical | 5.95 | 6.53 |
| Technology | 4.21 | 3.23 |
| Utilities | 2.2 | 3.39 |
| Communication Services | 4.03 | 4.22 |
| Real Estate | 0.44 | 1.42 |
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