Bajaj Finserv Arbitrage Fund Regular vs Aditya Birla Sun Life Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹951 Cr | ₹13920 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 24 Jul 2009 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 1085% |
Expense Ratio | 0.95 | 1.01 |
Manager | Siddharth Chaudhary | Pranav Gupta |
ISIN Code | INF0QA701490 | INF209K01264 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.49% | 0.48% |
6 Month | 3.07% | 3.25% |
1 Year | 6.72% | 7.16% |
3 Year | - | 6.42% |
5 Year | - | 5.3% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.54% | 1.58% |
1 Year | 6.52% | 6.87% |
3 Year | - | 7.1% |
5 Year | - | 6.21% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.8% | 6.36% |
3 Year | - | 6.11% |
5 Year | - | 6.49% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 0.594% |
Sharp | - | -0.343% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Siddharth Chaudhary | Pranav Gupta |
Total AUM | ₹7136 Cr | ₹10003 Cr |
Funds Managed | 8 | 9 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.37 | 103.22 |
Large Cap | 58.2 | 49.45 |
Small Cap | 2.57 | 3.54 |
Mid Cap | 11.86 | 14.74 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.03 | 102.21 |
Energy | 9.44 | 7.29 |
Utilities | 5.05 | 3.04 |
Industrials | 6.42 | 8.09 |
Technology | 2.47 | 3.6 |
Basic Materials | 5.28 | 8.54 |
Healthcare | 1.96 | 2.73 |
Consumer Defensive | 1.5 | 1.06 |
Financial Services | 29.56 | 20.13 |
Consumer Cyclical | 5.92 | 8.67 |
Communication Services | 4.48 | 4.29 |
Real Estate | 0.88 | 1.3 |
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