Aditya Birla Sun Life Enhanced Arbitrage Fund (Hybrid, Arbitrage)

Moderate
9 yrs 3 monthsStarted on:24 Jul 2009
₹ 3687.97 Cras on: 19 Sep 2018
Medium Horizon
0.95%
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)
YTD4.11
1 Month0.46
3 Month1.31
1 YR5.78
2 YR5.84
3 YR5.93

SIP Returns

TenureReturns (CAGR)
1 YR5.54
2 YR5.7
3 YR5.84
5 YR6.28

Portfolio

Company Name% Assets
JSW Steel Ltd.5.06
Dewan Housing Finance Corpn. Ltd.3.19
Aurobindo Pharma Ltd.3.06
IDFC Bank Ltd. 23/01/2019 7.11%2.71
Indiabulls Housing Finance Ltd.2.58
Maruti Suzuki India Ltd.2.49
Bharat Financial Inclusion Ltd.2.38
Jindal Steel & Power Ltd.1.91
L&T Finance Holdings Ltd.1.76
Infibeam Avenues Ltd.1.72

Top Sectoral Holdings

Sector Name% Assets
Construction0.65
Chemicals0

Indicators

LabelValue
Standard Deviation0.42%
Beta0.29%

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

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