Aditya Birla SL Arbitrage Fund (Hybrid, Arbitrage)

Moderate
10 yrs 2 monthsStarted on:24 Jul 2009
₹ 4315.98 Cras on: 23 Aug 2019
Medium Horizon
0.84%
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)
YTD4.33
1 Month0.59
3 Month1.82
1 YR6.64
2 YR6.24
3 YR6.13

SIP Returns

TenureReturns (CAGR)
1 YR6.83
2 YR6.42
3 YR6.25
5 YR6.28
10 YR6.91

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.6.56
Reliance Industries Ltd.5.8
Tata Capital Ltd. 364-D 13/11/20194.55
Tata Capital Ltd. 18/12/2019 9.32%3.85
ITC Ltd.3.27
State Bank of India2.78
JSW Steel Ltd.2.69
HDFC Bank Ltd.2.47
Housing Development Finance Corpn. Ltd. 17/03/20202.37
Aurobindo Pharma Ltd.2.31

Top Sectoral Holdings

Sector Name% Assets
Automobile0.01
Healthcare0

Indicators

LabelValue
Portfolio turnover ratio1097
Standard Deviation0.46%
Beta0.39%

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