Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.29 | 37.23 | 3.96 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 35.84 | 3.34 |
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) | 0.65% | 0.92% | -0.31% |
Kotak Equity Arbitrage Fund(M-IDCW Payout) | -0.10% | 0.16% | 0.46% |
SBI Arbitrage Opportunities Fund(IDCW-Payout) | 8.00% | 6.83% | 3.68% |
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.23% | 3.00% | 2.19% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
2.81 %
Holdings
2.76 %
Holdings
2.65 %
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
91
Total AUM
₹ 3,71,607.77 Cr.
Lovelish Solanki
AUM: ₹20,843.77 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)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns