Aditya Birla SL Arbitrage Fund (Hybrid, Arbitrage)

Moderate
10 yrs 8 monthsStarted on:24 Jul 2009
₹ 5769.44 Cras on: 25 Feb 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)
YTD0.89
1 Month0.45
3 Month1.28
1 YR6.23
2 YR6.08
3 YR5.96

SIP Returns

TenureReturns (CAGR)
1 YR5.79
2 YR6.02
3 YR6.02
5 YR6.05
10 YR6.76

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.8.59
Reliance Industries Ltd.7.05
State Bank of India4.95
Axis Bank Ltd.3.62
Sun Pharmaceutical Inds. Ltd.2.97
ITC Ltd.2.86
ICICI Bank Ltd.2.6
Tata Capital Financial Services Ltd. 180-D 18/05/20202.56
Bajaj Finance Ltd.2.33
Housing Development Finance Corpn. Ltd. 17/03/20201.74

Top Sectoral Holdings

Sector Name% Assets
Engineering0

Indicators

LabelValue
Portfolio turnover ratio1112
Standard Deviation0.48%
Beta0.45%
Sharpe Ratio0.4

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