Bajaj Finserv Arbitrage Fund Regular vs Axis Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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 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 0.55% 0.57%
6 Month 3.3% 3.65%
1 Year - 7.61%
3 Year - 5.86%
5 Year - 5.19%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 2.74% 3.68%
3 Year 2.74% 10.1%
5 Year 2.74% 15.06%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.78% 5.99%
3 Year - 5.56%
5 Year - 5.18%

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%

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 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

Top Comparisons

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns15.18%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns20.6%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns5.86%

VS

Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option

3Y Returns5.05%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.51%

Compare Now

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns15.15%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns25.29%

Compare Now
Request call back
Add to Cart Successfully