Aditya Birla SL Arbitrage (Hybrid, Arbitrage)

Moderate
9 yrs 7 monthsStarted on:24 Jul 2009
₹ 3438.16 Cras on: 15 Feb 2019
Medium Horizon
0.94%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.67
1 Month0.53
3 Month1.32
1 YR5.86
2 YR5.90
3 YR6.06

SIP Returns

TenureReturns (CAGR)
1 YR5.8
2 YR5.86
3 YR5.9
5 YR6.17

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.6.03
Aurobindo Pharma Ltd.4.15
Reliance Industries Ltd.4.13
JSW Steel Ltd.3.96
Yes Bank Ltd.3.56
ITC Ltd.3.03
State Bank of India2.46
Tata Consultancy Services Ltd.1.72
Infosys Ltd.1.68
Sun Pharmaceutical Inds. Ltd.1.55

Top Sectoral Holdings

Sector Name% Assets
Construction0.34
Energy0

Indicators

LabelValue
Standard Deviation0.44%
Beta0.36%

Lovelish Solanki

He has done BMS and MMS in finance.
He has worked with Edelweiss AMC from Jan 2008 - February 2011. Prior to working wirh Birla Sun Life, he has worked as an equity/ equity derivative trader at Union KBC.

Other Funds Managed by Lovelish Solanki