• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Arbitrage Fund (Growth)

Formerly Aditya BSL Enhanced Arbitrage Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Arbitrage Fund (Growth)

DebtArbitrage

24.7697

NAV (Jun 13)

5.6%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in arbitrage mutual funds.

Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

Scripbox Recommended Arbitrage Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.7697

NAV (Jun 13)

Fund Returns

Last 1Y
7.8%
Last 3Y
5.6%
Last 5Y
5.2%
Last 10Y
5.9%
Since Inception
6.3%
6 Month CAGR
4.3%

Scheme Information

Investment Objective

The Scheme seeks to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials /mis-pricing prevailing for stock / index in various market segments (Cash & Future).

Expense Ratio
1.03
Launched (15y ago)
Jul 24, 2009
AUM in Crores
12062.575
ISIN
INF209K01264
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.7
Standard Deviation (5yr)
0.7
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.231
Sharpe Ratio (5yr)
-0.117
YTM
7.75
Fund Managers

Pranav Gupta

Fund Manager

Lovelish Solanki

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Arbitrage Fund (Growth)70%8,30,002 97,3905.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Debt Holdings

cash offset for derivatives

74%
74%

aditya bsl money mgr dir gr

11.9%
11.9%

aditya bsl frf dir gr

9.1%
9.1%

hdfc bank ltd

7.3%
7.3%

future on hdfc bank ltd

7.3%
7.3%
See all holdings

Allocation by Sector

financial services

24.3%
24.3%

basic materials

12.1%
12.1%

industrials

9.7%
9.7%

energy

7.8%
7.8%

communication services

4.1%
4.1%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,510 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Arbitrage Fund (G) Review

Aditya Birla Sun Life Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.3% over a period of 14 years. The fund was previously known as Aditya BSL Enhanced Arbitrage Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Lovelish Solanki, Pranav Gupta.

Nav of Aditya Birla Sun Life Arbitrage Fund (G) as of 6/13/2024 is ₹24.77 with the total AUM as of 6/14/2024 is ₹12062.575. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Arbitrage Fund (G) was launched on Jul 24, 2009. The category risk of the fund is Low Risk.

The minimum SIP amount for Aditya Birla Sun Life Arbitrage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.

Aditya Birla Sun Life Arbitrage Fund (G) is rated as a 3 fund in Debt and delivered 7.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Arbitrage Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Arbitrage Fund (G)?

Aditya Birla Sun Life Arbitrage Fund (G) is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Arbitrage Fund (G)?

You can invest in Aditya Birla Sun Life Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Arbitrage Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Arbitrage Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Arbitrage Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Arbitrage Fund (G)?

The expense ratio of the Aditya Birla Sun Life Arbitrage Fund (G) is 1.03% for regular plan.