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) | ₹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 |
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