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) | ₹15931 Cr | ₹7545 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 | 0.31% | 0.32% |
6 Month | 3.1% | 3.15% |
1 Year | 6.52% | 6.43% |
3 Year | 7% | 6.83% |
5 Year | 5.7% | 5.59% |
SIP Return Analysis
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.34% | 1.32% |
1 Year | 6.15% | 6.11% |
3 Year | 6.97% | 6.86% |
5 Year | 6.46% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.24% | 6.03% |
3 Year | 5.95% | 5.77% |
5 Year | 5.41% | 5.21% |
Risk Management
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.42% | 0.41% |
Sharp | 0.71% | 0.32% |
Beta | 0.51% | - |
Alpha | -0.07% | - |
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 | 30.45 | 32.47 |
Large Cap | 43.34 | 43.32 |
Mid Cap | 21.34 | 20.67 |
Small Cap | 4.87 | 3.53 |
Sector Allocation
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.34 | 30.24 |
Energy | 6.35 | 3.44 |
Utilities | 4.11 | 2.68 |
Industrials | 5.21 | 4.44 |
Technology | 6.29 | 4.99 |
Basic Materials | 7.26 | 6.82 |
Healthcare | 4.49 | 3.26 |
Consumer Defensive | 4.24 | 3.14 |
Financial Services | 23.33 | 25.98 |
Consumer Cyclical | 5.82 | 9.29 |
Real Estate | 0.95 | 1.99 |
Communication Services | 3.59 | 3.71 |
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