Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Arbitrage Opportunities Fund vs Axis Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Fund SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹41552 Cr ₹7545 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 2006 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 252% 64.15%
Expense Ratio 0.94 0.99
Manager R Arun Devang Shah
ISIN Code INF200K01156 INF846K01QC8
Exits Load 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 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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.41% 0.36%
6 Month 3.29% 3.14%
1 Year 6.66% 6.48%
3 Year 7.2% 6.88%
5 Year 5.82% 5.59%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
6 Month 1.42% 1.32%
1 Year 6.4% 6.11%
3 Year 7.07% 6.86%
5 Year 6.6% 6.34%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.52% 6.03%
3 Year 6.17% 5.77%
5 Year 6.93% 5.21%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.39% 0.41%
Sharp 1.19% 0.32%
Beta - -
Alpha - -

Fund Managers

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Name R Arun Devang Shah
Total AUM ₹207055 Cr ₹60014 Cr
Funds Managed 8 15
SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Others 32.34 33.49
Large Cap 49.76 43.42
Mid Cap 15.17 18.7
Small Cap 2.74 4.4

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Others 30.85 31.52
Energy 4.69 3.83
Utilities 3.11 2.9
Industrials 5.61 4.7
Technology 6.2 5.17
Basic Materials 6.49 7.27
Healthcare 4.2 3.43
Consumer Defensive 4.31 2.98
Financial Services 26.08 26.13
Consumer Cyclical 5.05 6.41
Real Estate 1.28 2.1
Communication Services 2.13 3.56

Top Comparisons

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.76%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns20.21%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns14.88%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns20.21%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.62%

VS

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns22.97%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns13.76%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns19.18%

Compare Now
Add to Cart Successfully