Aditya Birla SL Arbitrage Fund (Hybrid, Arbitrage)

Moderate
10 yrs 4 monthsStarted on:24 Jul 2009
₹ 5149.87 Cras on: 15 Nov 2019
Medium Horizon
0.80%
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)
YTD5.62
1 Month0.43
3 Month1.32
1 YR6.30
2 YR6.17
3 YR6.04

SIP Returns

TenureReturns (CAGR)
1 YR6.38
2 YR6.27
3 YR6.17
5 YR6.18
10 YR6.85

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.87
Housing Development Finance Corpn. Ltd.8.69
Tata Capital Ltd. 18/12/2019 9.32%3.22
Tata Consultancy Services Ltd.3.19
Axis Bank Ltd.3.14
Housing Development Finance Corpn. Ltd. 09/03/20203
Sun Pharmaceutical Inds. Ltd.2.97
Bajaj Finance Ltd.2.35
ICICI Bank Ltd.2.09
ITC Ltd.2.01

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Portfolio turnover ratio1135
Standard Deviation0.47%
Beta0.43%
Sharpe Ratio0.19

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