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) | ₹1205 Cr | ₹16393 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 | 0.52% | 0.52% |
| 6 Month | 2.85% | 2.92% |
| 1 Year | 5.86% | 6.09% |
| 3 Year | - | 6.86% |
| 5 Year | - | 5.8% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.52% |
| 1 Year | 5.86% | 6% |
| 3 Year | - | 6.62% |
| 5 Year | - | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.54% | 6.58% |
| 3 Year | - | 6.31% |
| 5 Year | - | 5.9% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.65% |
| Sharp | - | 2.02% |
| Beta | - | 0.48% |
| Alpha | - | 0.16% |
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 | 30.54 | 25.51 |
| Large Cap | 40.32 | 49.98 |
| Mid Cap | 21.61 | 21.37 |
| Small Cap | 7.52 | 3.14 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 29.63 | 24.02 |
| Energy | 4.67 | 4.98 |
| Industrials | 5.63 | 6.52 |
| Technology | 1.84 | 4.58 |
| Basic Materials | 9.06 | 12.68 |
| Consumer Defensive | 2.57 | 4.82 |
| Financial Services | 31.65 | 21.75 |
| Healthcare | 2.14 | 4.95 |
| Consumer Cyclical | 5.43 | 7.35 |
| Utilities | 1.75 | 2.35 |
| Communication Services | 4.84 | 4.42 |
| Real Estate | 0.78 | 1.59 |
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