Nippon India Arbitrage Fund vs Axis Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹15895 Cr | ₹7873 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Oct 2010 | 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 | 1243% | 64.15% |
| Expense Ratio | 1.07 | 0.99 |
| Manager | Anju Chhajer | Devang Shah |
| ISIN Code | INF204K01IY1 | INF846K01QC8 |
| 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 | 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.52% |
| 6 Month | 2.83% | 2.84% |
| 1 Year | 6.31% | 6.42% |
| 3 Year | 6.95% | 6.98% |
| 5 Year | 5.69% | 5.71% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.4% |
| 1 Year | 5.88% | 5.94% |
| 3 Year | 6.67% | 6.74% |
| 5 Year | 6.33% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.59% | 6.05% |
| 3 Year | 6.31% | 5.83% |
| 5 Year | 5.94% | 5.25% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 2% | 1.98% |
| Beta | 0.47% | 0.5% |
| Alpha | 0.21% | 0.19% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anju Chhajer | Devang Shah |
| Total AUM | ₹71679 Cr | ₹60014 Cr |
| Funds Managed | 13 | 15 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.01 | 27.02 |
| Large Cap | 51.95 | 43.36 |
| Mid Cap | 19.68 | 24.66 |
| Small Cap | 3.37 | 4.96 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.9 | 25.15 |
| Energy | 5.98 | 3.22 |
| Industrials | 6.69 | 5.15 |
| Basic Materials | 11.23 | 8.27 |
| Healthcare | 4.39 | 3.09 |
| Consumer Defensive | 5.31 | 3.59 |
| Financial Services | 23.7 | 26.57 |
| Technology | 3.23 | 4.72 |
| Consumer Cyclical | 6.53 | 9.12 |
| Real Estate | 1.42 | 2.4 |
| Utilities | 3.39 | 2.95 |
| Communication Services | 4.22 | 5.77 |
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