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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.29 | 33.44 | 3.99 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 32.17 | 3.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
Nifty 50 Arbitrage - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Arbitrage Fund(IDCW-Reinv) | 0.80% | 0.74% | -0.35% |
Kotak Equity Arbitrage Fund(M-IDCW Payout) | -0.09% | -0.08% | 0.40% |
SBI Arbitrage Opportunities Fund(IDCW-Payout) | 8.12% | 6.88% | 3.71% |
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.39% | 2.93% | 2.20% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
4.23 %
Holdings
2.55 %
Holdings
2.22 %
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
₹ 3,72,435.53 Cr.
Lovelish Solanki
AUM: ₹21,425.01 Cr.
|
Exp: 7yrs
MMS (Finance), BMS (Finance)
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.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%