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) | ₹41714 Cr | ₹8400 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 | 0.55% | 0.57% |
| 6 Month | 2.92% | 2.88% |
| 1 Year | 6.41% | 6.26% |
| 3 Year | 7.11% | 6.89% |
| 5 Year | 6.06% | 5.81% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.55% | 1.53% |
| 1 Year | 6.22% | 6.06% |
| 3 Year | 6.85% | 6.7% |
| 5 Year | 6.65% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.55% | 6.06% |
| 3 Year | 6.25% | 5.85% |
| 5 Year | 6.82% | 5.27% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.66% |
| Sharp | 2.48% | 2.06% |
| Beta | 0.47% | 0.48% |
| Alpha | 0.43% | 0.2% |
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 | 34.01 | 25.25 |
| Large Cap | 51.26 | 45.82 |
| Mid Cap | 18.02 | 24.37 |
| Small Cap | 2.72 | 4.56 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.13 | 21.82 |
| Communication Services | 4.01 | 4.99 |
| Energy | 4.15 | 3.26 |
| Industrials | 6.77 | 6.15 |
| Technology | 4.72 | 3.37 |
| Consumer Cyclical | 7.12 | 11.15 |
| Basic Materials | 8.86 | 9.69 |
| Healthcare | 4.29 | 4.07 |
| Consumer Defensive | 4.41 | 3.79 |
| Financial Services | 26.13 | 26.75 |
| Real Estate | 1.75 | 2.6 |
| Utilities | 2.67 | 2.36 |
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