SBI Arbitrage Opportunities Fund vs Axis Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹41083 Cr | ₹8084 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 | 0.54% | 0.52% |
| 6 Month | 2.8% | 2.71% |
| 1 Year | 6.53% | 6.33% |
| 3 Year | 7.26% | 7.01% |
| 5 Year | 5.95% | 5.71% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.37% |
| 1 Year | 5.99% | 5.79% |
| 3 Year | 6.83% | 6.67% |
| 5 Year | 6.6% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.56% | 6.06% |
| 3 Year | 6.24% | 5.83% |
| 5 Year | 6.89% | 5.25% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.37% |
| Sharp | 1.44% | 0.71% |
| Beta | 0.46% | 0.48% |
| Alpha | 0.57% | 0.29% |
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 | 25.29 | 27.02 |
| Large Cap | 53.14 | 43.36 |
| Mid Cap | 18.48 | 24.66 |
| Small Cap | 3.1 | 4.96 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.68 | 25.15 |
| Energy | 5.83 | 3.22 |
| Industrials | 7.24 | 5.15 |
| Technology | 6.25 | 4.72 |
| Healthcare | 3.96 | 3.09 |
| Consumer Defensive | 4.95 | 3.59 |
| Financial Services | 27.65 | 26.57 |
| Basic Materials | 7.07 | 8.27 |
| Consumer Cyclical | 5.59 | 9.12 |
| Real Estate | 1.61 | 2.4 |
| Utilities | 2.8 | 2.95 |
| Communication Services | 3.36 | 5.77 |
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