Nippon India Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16259 Cr | ₹25267 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1243% | 1085% |
| Expense Ratio | 1.07 | 1.01 |
| Manager | Anju Chhajer | Pranav Gupta |
| ISIN Code | INF204K01IY1 | INF209K01264 |
| Exits Load | Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.44% |
| 6 Month | 2.82% | 2.84% |
| 1 Year | 6.18% | 6.39% |
| 3 Year | 6.89% | 7.02% |
| 5 Year | 5.74% | 5.79% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.39% | 1.38% |
| 1 Year | 5.77% | 5.91% |
| 3 Year | 6.59% | 6.73% |
| 5 Year | 6.32% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.59% | 6.43% |
| 3 Year | 6.31% | 6.19% |
| 5 Year | 5.91% | 6.19% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 2.2% | 2.53% |
| Beta | 0.48% | 0.45% |
| Alpha | 0.22% | 0.43% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anju Chhajer | Pranav Gupta |
| Total AUM | ₹71679 Cr | ₹10003 Cr |
| Funds Managed | 13 | 9 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.58 | 23.58 |
| Large Cap | 48.77 | 52.73 |
| Mid Cap | 19.83 | 19.52 |
| Small Cap | 3.82 | 4.17 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.15 | 21.22 |
| Energy | 5.46 | 6.52 |
| Industrials | 6.73 | 6.49 |
| Technology | 3.56 | 3.46 |
| Basic Materials | 11.89 | 8.97 |
| Healthcare | 5.01 | 4.01 |
| Consumer Defensive | 4.11 | 4.75 |
| Financial Services | 22.32 | 27.83 |
| Consumer Cyclical | 7.86 | 8.72 |
| Real Estate | 1.44 | 1.32 |
| Utilities | 2.57 | 2.89 |
| Communication Services | 3.87 | 3.82 |
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