Aditya Birla SL Arbitrage Fund (Hybrid, Arbitrage)

Moderate
10 yrs 6 monthsStarted on:24 Jul 2009
₹ 5492.94 Cras on: 17 Jan 2020
Medium Horizon
0.85%
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)
YTD0.28
1 Month0.40
3 Month1.18
1 YR6.19
2 YR6.12
3 YR6.00

SIP Returns

TenureReturns (CAGR)
1 YR5.87
2 YR6.05
3 YR6.03
5 YR6.07
10 YR6.79

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.01
Reliance Industries Ltd.8.59
Axis Bank Ltd.3.68
State Bank of India3.41
Sun Pharmaceutical Inds. Ltd.3.13
ITC Ltd.2.71
Tata Capital Financial Services Ltd. 180-D 18/05/20202.67
Bajaj Finance Ltd.2.37
Tata Consultancy Services Ltd.2.29
Housing Development Finance Corpn. Ltd. 17/03/20201.84

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Portfolio turnover ratio1109
Standard Deviation0.49%
Beta0.46%
Sharpe Ratio0.12

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