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) | ₹951 Cr | ₹32169 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 | 0.58% | 0.7% |
6 Month | 3.32% | 3.66% |
1 Year | 6.46% | 7.11% |
3 Year | - | 7.04% |
5 Year | - | 5.62% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
6 Month | 1.61% | 1.83% |
1 Year | 6.52% | 7.24% |
3 Year | - | 7.39% |
5 Year | - | 6.64% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
1 Year | 6.74% | 6.5% |
3 Year | - | 6.15% |
5 Year | - | 6.96% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Standard Deviation | - | 0.607% |
Sharp | - | 0.218% |
Beta | - | - |
Alpha | - | - |
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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 | 27.37 | 101.84 |
Large Cap | 58.2 | 54.76 |
Small Cap | 2.57 | 2.45 |
Mid Cap | 11.86 | 13.45 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Others | 27.03 | 101.49 |
Energy | 9.44 | 7.34 |
Utilities | 5.05 | 3.15 |
Industrials | 6.42 | 6.35 |
Technology | 2.47 | 4.82 |
Basic Materials | 5.28 | 6.77 |
Healthcare | 1.96 | 2.72 |
Consumer Defensive | 1.5 | 3.78 |
Financial Services | 29.56 | 22.14 |
Consumer Cyclical | 5.92 | 8.09 |
Communication Services | 4.48 | 3.91 |
Real Estate | 0.88 | 1.94 |
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