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) | ₹897 Cr | ₹33759 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 | 0.61% | 0.62% |
6 Month | 3.12% | 3.49% |
1 Year | 6.4% | 7% |
3 Year | - | 7.09% |
5 Year | - | 5.67% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
6 Month | 1.5% | 1.72% |
1 Year | 6.32% | 7.07% |
3 Year | - | 7.31% |
5 Year | - | 6.61% |
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 | - | 0.53% |
Sharp | - | 0.50% |
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 | 29.18 | 35.58 |
Large Cap | 54.19 | 49.33 |
Small Cap | 4.03 | 2.51 |
Mid Cap | 12.6 | 12.57 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Others | 29.09 | 34.25 |
Energy | 5.18 | 3.81 |
Utilities | 2.66 | 3.46 |
Industrials | 3.89 | 6.44 |
Technology | 5.34 | 5.18 |
Basic Materials | 6.53 | 5.44 |
Consumer Defensive | 2.58 | 5.17 |
Financial Services | 34.19 | 24.38 |
Consumer Cyclical | 5.83 | 5.61 |
Healthcare | 0.89 | 3.2 |
Communication Services | 3.1 | 1.95 |
Real Estate | 0.71 | 1.12 |
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