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 0.55% 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 2.73% 4.59%
3 Year 2.73% 11.86%
5 Year 2.73% 15.25%

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
Small Cap 7.34 1.58
Mid Cap 12.65 7.49

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 77.77 72.33
Unclassified 22.66 -
Financial -0.22 1.65
Energy -0.050000000000001 -0.05
Services -0.060000000000001 0
Consumer Staples 0.02 0.0099999999999999
Technology -0.02 -
Communication -0.02 -0.01
Metals & Mining -0.02 -0.059999999999999
Healthcare -0.01 -0.02
Materials 0 -0.0099999999999999
Construction -0.01 0.07
Consumer Discretionary 0 0
Automobile -0.01 -0.01
Capital Goods -0.01 -0.02
Insurance -6.9388939039072E-18 -
Chemicals - 0
Diversified - 0

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