Aditya Birla SL Arbitrage Fund (Hybrid, Arbitrage)

10 yrs 3 monthsStarted on:24 Jul 2009
₹ 4692.09 Cras on: 16 Oct 2019
Medium Horizon
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

Similar Funds
Reliance Arbitrage Fund
Current NAV 19.63
Return (CAGR) 7.77%
Value Research
UTI Arbitrage Fund
Current NAV 25.77
Return (CAGR) 7.36%
Value Research
ICICI Pru Equity Arbitrage Fund
Current NAV 25.26
Return (CAGR) 7.51%
Value Research
IDFC Arbitrage Fund
Current NAV 24.13
Return (CAGR) 7.11%
Value Research
Axis Arbitrage Fund
Current NAV 13.84
Return (CAGR) 6.49%
Value Research
SBI Arbitrage Opportunities Fund
Current NAV 24.91
Return (CAGR) 7.30%
Value Research
HDFC Arbitrage Wholesale Fund
Current NAV 22.72
Return (CAGR) 7.08%
Value Research
Principal Arbitrage Fund
Current NAV 11.2
Return (CAGR) 3.31%
Value Research


TenureReturns (CAGR)
1 Month0.51
3 Month1.52
1 YR6.38
2 YR6.22
3 YR6.08

SIP Returns

TenureReturns (CAGR)
1 YR6.56
2 YR6.35
3 YR6.21
5 YR6.22
10 YR6.88


Company Name% Assets
Reliance Industries Ltd.8.85
Housing Development Finance Corpn. Ltd.7.61
Tata Capital Ltd. 18/12/2019 9.32%3.54
Tata Consultancy Services Ltd.3.22
Sun Pharmaceutical Inds. Ltd.3.02
State Bank of India2.89
ITC Ltd.2.56
Housing Development Finance Corpn. Ltd. 17/03/20202.17
Aurobindo Pharma Ltd.2.15
Infosys Ltd.2.13

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio1135
Standard Deviation0.46%

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