Axis Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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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 0.6% 0.61%
6 Month 3.47% 3.42%
1 Year 7.8% 7.81%
3 Year 6.47% 6.22%
5 Year 5.37% 5.28%

SIP Return Analysis

Scheme Name SBI Arbitrage Opportunities Fund - Regular Plan - Gr Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.14% 7.13%
3 Year 7.13% 6.9%
5 Year 6.22% 6.01%

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%

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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
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

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