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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) | ₹1277 Cr | ₹41083 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 | 0.43% | 0.47% |
| 6 Month | 2.75% | 2.9% |
| 1 Year | 5.93% | 6.48% |
| 3 Year | - | 7.17% |
| 5 Year | - | 6.01% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.34% | 1.39% |
| 1 Year | 5.57% | 5.99% |
| 3 Year | - | 6.81% |
| 5 Year | - | 6.59% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 6.66% | 6.56% |
| 3 Year | - | 6.24% |
| 5 Year | - | 6.87% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | - | 0.69% |
| Sharp | - | 2.75% |
| Beta | - | 0.46% |
| Alpha | - | 0.57% |
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 | 31.28 | 27.29 |
| Large Cap | 38.29 | 50.97 |
| Mid Cap | 22.47 | 18.34 |
| Small Cap | 7.96 | 3.4 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 30.39 | 25.36 |
| Energy | 4.78 | 4.5 |
| Industrials | 5.04 | 6.59 |
| Technology | 2.92 | 5.95 |
| Basic Materials | 8.7 | 8.01 |
| Consumer Defensive | 2.64 | 4.8 |
| Financial Services | 30.88 | 26.49 |
| Healthcare | 2.16 | 4.23 |
| Consumer Cyclical | 6.27 | 6.4 |
| Utilities | 1.74 | 2.39 |
| Communication Services | 4.06 | 3.61 |
| Real Estate | 0.44 | 1.66 |
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