Edelweiss Arbitrage Fund vs Axis Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16053 Cr | ₹7578 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Jun 2014 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 370% | 64.15% |
| Expense Ratio | 1.05 | 0.99 |
| Manager | Dhawal Dalal | Devang Shah |
| ISIN Code | INF754K01EF3 | INF846K01QC8 |
| Exits Load | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.49% |
| 6 Month | 2.94% | 2.93% |
| 1 Year | 6.24% | 6.18% |
| 3 Year | 7.1% | 6.95% |
| 5 Year | 5.77% | 5.66% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.34% |
| 1 Year | 5.89% | 5.88% |
| 3 Year | 6.83% | 6.74% |
| 5 Year | 6.47% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.26% | 6.05% |
| 3 Year | 6.04% | 5.82% |
| 5 Year | 5.44% | 5.25% |
Risk Management
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.39% |
| Sharp | 0.86% | 0.50% |
| Beta | 0.47% | - |
| Alpha | -0.06% | - |
Fund Managers
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Devang Shah |
| Total AUM | ₹25974 Cr | ₹60014 Cr |
| Funds Managed | 12 | 15 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.04 | 27.72 |
| Large Cap | 46.34 | 44.34 |
| Mid Cap | 23.77 | 23.65 |
| Small Cap | 5.85 | 4.29 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.42 | 25.94 |
| Energy | 7.19 | 3.8 |
| Industrials | 5.32 | 5.14 |
| Technology | 4.92 | 4.62 |
| Basic Materials | 8.25 | 7.25 |
| Healthcare | 3.66 | 2.71 |
| Consumer Defensive | 4.41 | 3.29 |
| Financial Services | 27.78 | 27.17 |
| Consumer Cyclical | 6.68 | 10.05 |
| Real Estate | 1.18 | 2.16 |
| Utilities | 4.46 | 2.94 |
| Communication Services | 3.73 | 4.93 |
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