Bajaj Finserv Arbitrage Fund Regular vs Axis Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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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 Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹551 Cr ₹5237 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 Sep 2023 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Arbitrage TRI Nifty 50 Arbitrage Index
Turn Over % 64.15%
Expense Ratio 0.97 1.01
Manager Siddharth Chaudhary Devang Shah
ISIN Code INF0QA701490 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.81% 0.81%
6 Month 3.38% 3.62%
1 Year 7.06% 7.67%
3 Year - 6.14%
5 Year - 5.25%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 6.66% 7.27%
3 Year - 6.85%
5 Year - 5.94%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.81% 5.99%
3 Year - 5.56%
5 Year - 5.17%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation - 0.66%
Sharp - -1.31%
Beta - 0.8%
Alpha - -0.34%

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Fund Managers

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Siddharth Chaudhary Devang Shah
Total AUM ₹7136 Cr ₹60014 Cr
Fund Manage 8 15
Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 29.25 26.31
Large Cap 50.78 38.5
Mid Cap 12.65 7.49
Small Cap 7.34 1.58

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 77.77 72.33
Metals & Mining -0.02 -0.06
Consumer Staples 0.02 0.01
Materials -1.5612511283791E-16 -0.0099999999999998
Capital Goods -0.01 -0.02
Energy -0.05 -0.050000000000002
Insurance 6.9388939039072E-18 -
Financial -0.22 1.65
Healthcare -0.01 -0.02
Automobile -0.01 -0.01
Technology -0.02 -
Construction -0.01 0.07
Services -0.06 1.0408340855861E-17
Communication -0.02 -0.01
Consumer Discretionary 0 0
Unclassified 22.66 -
Diversified - 0
Chemicals - -5.5511151231258E-17

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