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Bajaj Finserv Arbitrage Fund Regular vs SBI Arbitrage Opportunities Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹1112 Cr | ₹41552 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 252% |
| Expense Ratio | 0.95 | 0.94 |
| Manager | Siddharth Chaudhary | R Arun |
| ISIN Code | INF0QA701490 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.33% | 0.32% |
| 6 Month | 2.81% | 3.19% |
| 1 Year | 6.07% | 6.69% |
| 3 Year | - | 7.15% |
| 5 Year | - | 5.82% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.26% | 1.42% |
| 1 Year | 5.74% | 6.4% |
| 3 Year | - | 7.07% |
| 5 Year | - | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 6.7% | 6.52% |
| 3 Year | - | 6.17% |
| 5 Year | - | 6.93% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | - | 0.39% |
| Sharp | - | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Siddharth Chaudhary | R Arun |
| Total AUM | ₹7136 Cr | ₹207055 Cr |
| Funds Managed | 8 | 8 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 30.3 | 32.34 |
| Large Cap | 45.77 | 49.76 |
| Mid Cap | 17.72 | 15.17 |
| Small Cap | 6.21 | 2.74 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 29.98 | 30.85 |
| Energy | 5.93 | 4.69 |
| Technology | 4.6 | 6.2 |
| Basic Materials | 6.1 | 6.49 |
| Consumer Defensive | 1.91 | 4.31 |
| Industrials | 3.38 | 5.61 |
| Financial Services | 34.6 | 26.08 |
| Healthcare | 2.21 | 4.2 |
| Consumer Cyclical | 6.61 | 5.05 |
| Utilities | 2.26 | 3.11 |
| Communication Services | 1.96 | 2.13 |
| Real Estate | 0.46 | 1.28 |
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