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Aditya Birla SL Arbitrage Fund

Growth
27.390.03% (+0.01)

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Aditya Birla SL Arbitrage Fund

Growth
HybridArbitrage Fund
Large-size FundAssets Under Mgmt: ₹ 12,502 Cr
Low RiskPrinciple investment will be at low risk
27.390.03% (+0.01)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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HybridArbitrage Fund
Large-size FundAssets Under Mgmt: ₹ 12,502 Cr
Low RiskPrinciple investment will be at low risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2933.484.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.6832.203.50

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.25%
0.25% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty 50 Arbitrage - TRI

About Arbitrage Fund

Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.

Peers & Comparison

Comparing 3 mutual funds from 
HybridArbitrage Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Arbitrage Fund8.43%6.87%6.99%
Kotak Equity Arbitrage Fund8.60%7.09%7.11%
SBI Arbitrage Opportunities Fund8.27%6.94%6.83%
ICICI Pru Equity-Arbitrage Fund8.40%6.83%7.05%

Price Comparison

Compare Aditya Birla SL Arbitrage Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Arbitrage Fund with any MF, ETF, stock or index
Aditya Birla SL Arbitrage Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsMutual FundsEquity5.00%22.71%72.29%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+47 moreTelecom ServicesOil & Gas - Refining & MarketingIT Services & ConsultingPrivate BanksOthers49.89 %3.64 %5.19 %5.34 %7.44 %28.51 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2422.12%17.70%20.93%26.12%24.05%28.51%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : 0.80 %

    Holdings

    4.23 %

    0.80 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -4.07 %

    Holdings

    2.55 %

    -4.07 %
  • Infosys Ltd
    INFY
    3M change : 1.53 %

    Holdings

    2.22 %

    1.53 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    92

  • Total AUM

    ₹ 3,69,257.21 Cr.

Fund Manager Profile

Lovelish Solanki

AUM:  ₹20,576.54 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Qualification

MMS (Finance), BMS (Finance)

Past Experience

Lovelish Solanki has an overall experience of over 7 years in Trading and Dealing. Prior to joining Birla Sun Life AMC, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.

Funds Managed (6)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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