Aditya Birla SL Arbitrage (Hybrid, Arbitrage)

Moderate
9 yrs 5 monthsStarted on:24 Jul 2009
₹ 3832.83 Cras on: 17 Dec 2018
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)
YTD5.81
1 Month0.40
3 Month1.65
1 YR5.98
2 YR5.85
3 YR6.06

SIP Returns

TenureReturns (CAGR)
1 YR6.01
2 YR5.95
3 YR5.98
5 YR6.27

Portfolio

Company Name% Assets
JSW Steel Ltd.4.06
Aurobindo Pharma Ltd.3.83
Housing Development Finance Corpn. Ltd. 230-D 17/06/20193.74
Housing Development Finance Corpn. Ltd.3.32
Yes Bank Ltd.2.67
IDFC Bank Ltd. 23/01/2019 7.23%2.61
L&T Finance Ltd. 91-D 01/02/20192.58
ITC Ltd.2.56
L&T Finance Ltd. 122-D 04/03/20192.56
Reliance Industries Ltd.2.47

Top Sectoral Holdings

Sector Name% Assets
Construction0.39

Indicators

LabelValue
Standard Deviation0.44%
Beta0.35%

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

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