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) ₹31883 Cr ₹5515 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 0.95 1
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 0.67% 0.65%
6 Month 3.43% 3.36%
1 Year 7.48% 7.48%
3 Year 6.57% 6.25%
5 Year 5.41% 5.31%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.17% 7.09%
3 Year 7.19% 6.95%
5 Year 6.3% 6.07%

Rolling Lumpsum Returns

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.42% 5.99%
3 Year 6.12% 5.56%
5 Year 7% 5.17%

Risk Management

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.66%
Sharp -0.86% -1.31%
Beta 0.78% 0.8%
Alpha -0.07% -0.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 -42.89 -41.16
Large Cap 56.2 47.17
Mid Cap 13.49 18.9
Small Cap 1.56 4.29

Sector Allocation

Scheme Name

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Axis Arbitrage Fund - Regular Plan - Growth

Others -42.89 -41.16
Petroleum Products 6.12 5.19
Electrical Equipment 1.2 0.48
IT - Software 7.62 5.27
Cement & Cement Products 1.2 1.98
Pharmaceuticals & Biotechnology 3.29 2.88
IT - Services 0.25 -
Personal Products 0.55 0.32
Construction 0.84 1.66
Ferrous Metals 1.66 1.56
Finance 5.14 5.33
Consumer Durables 1.48 1
Capital Markets 0.79 1.5
Banks 11.59 13.77
Diversified FMCG 1.3 1.08
Non - Ferrous Metals 0.69 1.84
Agricultural, Commercial & Construction Vehicles 0.24 0.42
Chemicals & Petrochemicals 0.71 1.22
Leisure Services 0.34 0.75
Automobiles 5.26 2.74
Aerospace & Defense 2.78 2.48
Fertilizers & Agrochemicals 0.74 0.81
Realty 2.04 2.31
Transport Services 0.89 0.4
Healthcare Services 0.35 0.18
Telecom - Services 2.63 3.02
Insurance 0.41 0.28
Gas 0.32 0.02
Agricultural Food & other Products 0.46 0.37
Diversified Metals 1.51 1.95
Oil 0.56 -
Food Products 0.54 0.15
Power 1.92 3.94
Industrial Products 0.27 1.04
Auto Components 0.9 0.61
Metals & Minerals Trading 1.68 -
Consumable Fuels 0.32 0.01
Minerals & Mining 0.54 0.72
Retailing 0.57 0.84
Beverages 0.5 0.1
Transport Infrastructure 1.05 2.12
Entertainment - 0.02

Top Comparisons

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.94%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.94%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.87%

VS

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns6.75%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.41%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.25%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns11.1%

VS

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns13.85%

Compare Now
Request call back
Add to Cart Successfully