Axis Arbitrage Fund vs SBI Arbitrage Opportunities 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) | ₹32169 Cr | ₹5848 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 | 0.67% | 0.67% |
6 Month | 3.64% | 3.55% |
1 Year | 7.32% | 7.21% |
3 Year | 6.82% | 6.46% |
5 Year | 5.42% | 5.31% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.11% | 2.07% |
1 Year | 7.29% | 7.16% |
3 Year | 7.34% | 7.12% |
5 Year | 6.48% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.45% | - |
3 Year | 6.13% | - |
5 Year | 6.98% | - |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.607% | 0.61% |
Sharp | 0.218% | -0.476% |
Beta | - | - |
Alpha | - | - |
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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 | 101.84 | 100.01 |
Large Cap | 54.76 | 53.26 |
Small Cap | 2.45 | 2.52 |
Mid Cap | 13.45 | 12.66 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 101.49 | 99.67 |
Energy | 7.34 | 6.54 |
Utilities | 3.15 | 2.62 |
Industrials | 6.35 | 4.77 |
Technology | 4.82 | 4.02 |
Basic Materials | 6.77 | 6.67 |
Healthcare | 2.72 | 2.74 |
Consumer Defensive | 3.78 | 2.3 |
Financial Services | 22.14 | 27.09 |
Consumer Cyclical | 8.09 | 7.26 |
Real Estate | 1.94 | 2.2 |
Communication Services | 3.91 | 2.59 |
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