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) | ₹1112 Cr | ₹15506 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 | 0.32% | 0.28% |
6 Month | 2.8% | 2.91% |
1 Year | 6.04% | 6.29% |
3 Year | - | 6.83% |
5 Year | - | 5.57% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 1.26% | 1.3% |
1 Year | 5.74% | 5.95% |
3 Year | - | 6.78% |
5 Year | - | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 6.7% | 6.63% |
3 Year | - | 6.3% |
5 Year | - | 6% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | - | 0.38% |
Sharp | - | 0.31% |
Beta | - | - |
Alpha | - | - |
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 | 30.3 | 32.02 |
Large Cap | 45.77 | 47.22 |
Mid Cap | 17.72 | 17.65 |
Small Cap | 6.21 | 3.11 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 29.98 | 29.86 |
Energy | 5.93 | 6.09 |
Technology | 4.6 | 4.76 |
Basic Materials | 6.1 | 7.33 |
Consumer Defensive | 1.91 | 3.71 |
Industrials | 3.38 | 6.5 |
Financial Services | 34.6 | 20.95 |
Healthcare | 2.21 | 6.62 |
Consumer Cyclical | 6.61 | 6.21 |
Utilities | 2.26 | 3.1 |
Communication Services | 1.96 | 3.37 |
Real Estate | 0.46 | 1.51 |
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