Birla Sun Life Enhanced Arbitrage Fund (Hybrid, Arbitrage)

Moderate
8 yrs 10 monthsStarted on:24 Jul 2009
₹ 3878.48 Cras on: 20 Apr 2018
Medium Horizon
0.90%
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)
YTD1.83
1 Month0.53
3 Month1.51
1 YR5.99
2 YR6.06
3 YR6.22

SIP Returns

TenureReturns (CAGR)
1 YR5.91
2 YR5.92
3 YR6.01
5 YR6.54

Portfolio

Company Name% Assets
JSW Steel Ltd.3.29
ITC Ltd.3.21
Maruti Suzuki India Ltd.2.66
IDFC Bank Ltd. 23/01/2019 6.87%2.58
IDFC Bank Ltd. 02/08/2018 6.75%2.58
Dewan Housing Finance Corpn. Ltd.2.29
Bharat Financial Inclusion Ltd.2.24
Axis Bank Ltd. 06/03/20191.93
Bharti Airtel Ltd.1.75
HDFC Bank Ltd. 08/08/2018 6.71%1.68

Top Sectoral Holdings

Sector Name% Assets
Construction0.74

Indicators

LabelValue
Standard Deviation0.45%
Beta1.06%
Sharpe Ratio3.99

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.
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