- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Arbitrage Fund (G)
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.
Aditya Birla Sun Life Arbitrage Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,01,447
Wealth Gained8,34,059
Total Corpus Created (₹)
With CAGR of 5.399 % in 5 yearsHistorical NAV
₹ 26.2048
NAV (Apr 11)
Fund Returns
Last 1Y | 7.1% |
Last 3Y | 6.6% |
Last 5Y | 5.4% |
Last 10Y | 5.8% |
Since Inception | 6.3% |
6 Month CAGR | 3.5% |
Scheme Information
The Scheme seeks to generate income by investing predominantly in equity and equity related instruments. It intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Future).
Expense Ratio | 1.01 % |
Launched 15Y ago | 2009-07-24 |
AUM in Crores | 14236.1 |
ISIN | INF209K01264 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | 0.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage Fund (G) | 8,34,059 | 1,01,447 | 5.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Others
70.92%Aditya Birla Sun Life Money Manager Fund Direct-Growth
17.68%HDFC Bank Ltd.
6.62%Aditya Birla Sun Life Floating Rate Direct Fund-Growth
6.28%Aditya Birla Sun Life Liquid Fund Direct-Growth
3.79%
Allocation by Sector
Financial
0.07%Services
0.07%Construction
0.01%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 7,713 cr | ||
₹ 14,724 cr | ||
₹ 9,086 cr | ||
₹ 4,484 cr | ||
₹ 13,293 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7% | 7.4% | ||
6.4% | 5.6% | ||
7.1% | 7.5% | ||
7.2% | 8% | ||
15.8% | 18.2% |
Aditya Birla Sun Life Arbitrage Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,01,447
Wealth Gained8,34,059
Total Corpus Created (₹)
With CAGR of 5.399 % in 5 yearsAditya 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 6.32% over 15 years. The fund has grown over a period of 15 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Lovelish Solanki, Mohit Sharma, Pranav Gupta.
Nav of Aditya Birla Sun Life Arbitrage Fund (G) as of 4/11/2025 is ₹26.20 with the total AUM as of 4/14/2025 is ₹14236.09. 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 2009-07-24. The category risk of the fund is Low.
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 Total Return Index .
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 7.13% 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
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