Aditya Birla Sun Life Arbitrage Fund vs Axis Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Arbitrage Fund and Axis Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Aditya Birla Sun Life Arbitrage Fund (Direct) returned 7.4% a year and Axis Arbitrage Fund (Direct) returned 7.3% a year. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and Axis Arbitrage Fund 1.40% (Direct plans). Their portfolios overlap 46.8%: they hold 137 of the same securities.
Aditya Birla Sun Life Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.23%
- NAV
- ₹31.18
Which is better, Aditya Birla Sun Life Arbitrage or Axis Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life Arbitrage returned more over 5 years: 6.8% a year against 6.8%.
- Aditya Birla Sun Life Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- Aditya Birla Sun Life Arbitrage costs less: 1.23% a year against 1.40% (Direct plans).
- Axis Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Aditya Birla Sun Life Arbitrage fell less in its worst fall since 21-08-2014: −0.5% against −0.6%.
- Aditya Birla Sun Life Arbitrage is the larger fund: ₹26,933 Cr against ₹10,168 Cr.
- Their portfolios overlap 46.8%: 137 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Arbitrage Fund | Axis Arbitrage Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Axis Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹26,933 Cr (30-09-2026) | ₹10,168 Cr (30-09-2026) |
| NAV | ₹31.18 (Direct) | ₹22.09 (Direct) |
| Expense ratio (Direct) | 1.23% | 1.40% |
| Expense ratio (Regular) | 1.94% | 2.09% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Launch date | 24-07-2009 | 14-08-2014 |
| Minimum investment | ₹1,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Lovelish Solanki, Mohit Sharma, Krina Mehta | Devang Shah, Sachin Jain |
| Exit load | Nil | Exit load of 0.25% if redeemed within 15 days. |
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage Fund (Direct) | +0.50% | +1.55% | +3.30% | +6.75% | +7.40% | +6.85% | +6.38% |
| Axis Arbitrage Fund (Direct) | +0.52% | +1.52% | +3.22% | +6.68% | +7.31% | +6.84% | +6.44% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Arbitrage | AxisAxis Arbitrage |
|---|---|---|
| 2026to date | +5.49% | +5.44% |
| 2025 | +7.20% | +7.06% |
| 2024 | +8.30% | +8.26% |
| 2023 | +7.86% | +7.68% |
| 2022 | +4.80% | +4.95% |
| 2021 | +4.52% | +4.61% |
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,265 of them, one for each trading day from 21-08-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Arbitrage Fund (Direct)
Axis Arbitrage Fund (Direct)
to
May 2018Dec 2016
to
Dec 2019Jun 2018
to
Jun 2021Jan 2020
to
Jan 2023Aug 2021
to
Aug 2024Feb 2023
to
Feb 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage | 0.0 | 12.3 | 87.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.6% | 4.5% | 7.9% |
| Axis Arbitrage | 0.0 | 10.7 | 89.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.8% | 4.6% | 7.8% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 21-08-2014. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-08-2014 to 30-10-2026: 147 instalments, ₹14,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,24,953 | ₹7,54,953 | 6.5% |
| Axis ArbitrageAxis Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,26,621 | ₹7,56,621 | 6.5% |
Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct)
Axis ArbitrageAxis Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | Axis Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.75% | +6.68% |
| Standard deviation | 1.34% | 1.33% |
| Sharpe ratio | 1.13 | 1.08 |
| Sortino ratio | 1.77 | 1.66 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | Axis Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.40% | +7.31% |
| Standard deviation | 1.07% | 1.05% |
| Sharpe ratio | 1.29 | 1.23 |
| Sortino ratio | 2.00 | 1.88 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | Axis Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.85% | +6.84% |
| Standard deviation | 0.99% | 0.97% |
| Sharpe ratio | 1.07 | 1.07 |
| Sortino ratio | 1.64 | 1.63 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Arbitrage Fund (Direct) | Axis Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.97% | +6.70% |
| Standard deviation | 1.10% | 1.02% |
| Sharpe ratio | 0.84 | 0.95 |
| Sortino ratio | 1.31 | 1.41 |
| Maximum drawdown | −0.5% (25-03-2020) | −0.6% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Arbitrage Fund (Direct)
Axis Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Arbitrage Fund (Direct) | −0.5% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | 0.0% |
| Axis Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 30-03-2020 | 5 days | −0.0% |
From daily values since 21-08-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Arbitrage Fund (Direct)
Axis Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Arbitrage Fund (Direct)
Axis Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Arbitrage Fund (Direct)
Axis Arbitrage Fund (Direct)
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Arbitrage Fund, September 2026; Axis Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 46.8%
- Held by both
- 137
- Only in Aditya Birla Sun Life Arbitrage
- 63
- Only in Axis Arbitrage
- 17
| Security | % of Aditya Birla Sun Life Arbitrage | % of Axis Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 3.52% | 4.06% |
| ICICI Bank Ltd. | 3.37% | 3.83% |
| Reliance Industries Ltd. | 2.87% | 3.77% |
| Bharti Airtel Ltd. | 2.38% | 2.22% |
| State Bank of India | 1.60% | 2.63% |
| Axis Bank Ltd. | 2.20% | 1.38% |
| Kotak Mahindra Bank Ltd. | 1.29% | 1.58% |
| Hindalco Industries Ltd. | 1.18% | 1.16% |
| Vodafone Idea Ltd. | 2.35% | 1.14% |
| Indus Towers Ltd. | 1.10% | 1.12% |
| JSW Steel Ltd. | 1.01% | 1.04% |
| Tata Steel Ltd. | 0.83% | 1.83% |
| Steel Authority of India Ltd. | 1.15% | 0.80% |
| Jio Financial Services Ltd. | 0.77% | 1.07% |
| ITC Ltd. | 0.87% | 0.76% |
| Coal India Ltd. | 0.71% | 1.19% |
| APL Apollo Tubes Ltd. | 0.70% | 0.70% |
| Adani Enterprises Ltd. | 0.69% | 1.31% |
| The Federal Bank Ltd. | 0.64% | 0.78% |
| NMDC Ltd. | 0.79% | 0.60% |
| Bajaj Finance Ltd. | 0.59% | 1.43% |
| Apollo Hospitals Enterprise Ltd. | 0.56% | 0.68% |
| Small Industries Development Bank of India (04/02/2027) | 0.54% | 1.87% |
| Yes Bank Ltd. | 0.54% | 0.66% |
| Ultratech Cement Ltd. | 0.52% | 0.81% |
| Glenmark Pharmaceuticals Ltd. | 0.49% | 0.93% |
| NTPC Ltd. | 1.19% | 0.47% |
| Hindustan Aeronautics Ltd. | 0.52% | 0.47% |
| Manappuram Finance Ltd. | 0.41% | 0.87% |
| Bharat Electronics Ltd. | 0.39% | 1.30% |
| Canara Bank | 0.38% | 1.19% |
| Cummins India Ltd. | 0.38% | 1.40% |
| LIC Housing Finance Ltd. | 0.36% | 0.70% |
| Adani Energy Solutions Ltd. | 0.35% | 0.43% |
| HDFC Life Insurance Company Ltd. | 0.35% | 0.68% |
| Crompton Greaves Consumer Electricals Ltd. | 0.35% | 0.61% |
| Infosys Ltd. | 0.35% | 1.15% |
| GE Vernova T&D India Ltd. | 0.34% | 0.47% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.34% | 1.13% |
| Maruti Suzuki India Ltd. | 0.73% | 0.33% |
| Ashok Leyland Ltd. | 0.39% | 0.33% |
| Indian Oil Corporation Ltd. | 0.31% | 0.35% |
| Bandhan Bank Ltd. | 0.32% | 0.31% |
| Biocon Ltd. | 0.30% | 0.78% |
| Muthoot Finance Ltd. | 0.32% | 0.30% |
| Ambuja Cements Ltd. | 0.30% | 0.41% |
| Bank of Baroda | 0.29% | 0.47% |
| Power Finance Corporation Ltd. | 0.27% | 0.27% |
| Punjab National Bank | 0.26% | 0.79% |
| Godrej Properties Ltd. | 0.26% | 0.42% |
| Small Industries Development Bank of India (28/01/2027) | 1.36% | 0.24% |
| Coforge Ltd. | 0.39% | 0.24% |
| HDFC Asset Management Co. Ltd. | 0.22% | 0.23% |
| Container Corporation of India Ltd. | 0.22% | 0.58% |
| Bharat Heavy Electricals Ltd. | 0.21% | 2.64% |
| Divi's Laboratories Ltd. | 0.21% | 1.25% |
| Tata Consumer Products Ltd. | 0.23% | 0.21% |
| UPL Ltd. | 0.21% | 0.24% |
| Adani Green Energy Ltd. | 0.19% | 0.38% |
| HDFC Bank Ltd. (22/01/2027) | 0.18% | 0.48% |
| Adani Power Ltd. | 0.18% | 1.01% |
| Swiggy Ltd. | 0.34% | 0.18% |
| Marico Ltd. | 0.19% | 0.18% |
| Bank of India | 0.18% | 0.31% |
| Fortis Healthcare Ltd. | 0.17% | 0.18% |
| Union Bank of India | 0.21% | 0.17% |
| Varun Beverages Ltd. | 0.17% | 0.72% |
| IndusInd Bank Ltd. | 0.57% | 0.16% |
| United Spirits Ltd. | 0.44% | 0.16% |
| Hitachi Energy India Ltd. | 0.41% | 0.16% |
| Jindal Steel Ltd. | 0.20% | 0.16% |
| Life Insurance Corporation of India | 0.15% | 0.69% |
| Hindustan Unilever Ltd. | 0.14% | 1.18% |
| Indian Energy Exchange Ltd. | 0.14% | 0.26% |
| Lupin Ltd. | 0.14% | 0.28% |
| Aurobindo Pharma Ltd. | 0.65% | 0.14% |
| Hindustan Petroleum Corporation Ltd. | 0.18% | 0.14% |
| Samvardhana Motherson International Ltd. | 0.18% | 0.13% |
| Info Edge (India) Ltd. | 0.43% | 0.12% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.12% |
| The Indian Hotels Company Ltd. | 0.11% | 0.41% |
| PNB Housing Finance Ltd. | 0.38% | 0.11% |
| RBL Bank Ltd. | 0.28% | 0.11% |
| JSW Energy Ltd. | 0.27% | 0.11% |
| Bajaj Auto Ltd. | 0.10% | 0.14% |
| Astral Ltd. | 0.10% | 0.35% |
| PB Fintech Ltd. | 0.64% | 0.10% |
| AU Small Finance Bank Ltd. | 0.30% | 0.10% |
| Laurus Labs Ltd. | 0.17% | 0.10% |
| Bharat Forge Ltd. | 0.10% | 0.41% |
| Shriram Finance Ltd. | 0.29% | 0.09% |
| Asian Paints Ltd. | 0.27% | 0.09% |
| Tata Power Company Ltd. | 0.17% | 0.09% |
| Pidilite Industries Ltd. | 0.11% | 0.09% |
| Inox Wind Ltd. | 0.08% | 0.09% |
| Max Financial Services Ltd. | 0.11% | 0.08% |
| KEI Industries Ltd. | 0.10% | 0.08% |
| Tata Motors Passenger Vehicles Ltd. | 0.07% | 0.24% |
| SRF Ltd. | 0.07% | 0.11% |
| Larsen & Toubro Ltd. | 1.61% | 0.06% |
| TVS Motor Company Ltd. | 0.71% | 0.06% |
| IDFC First Bank Ltd. | 0.17% | 0.06% |
| Mphasis Ltd. | 0.06% | 0.09% |
| Hindustan Zinc Ltd. | 0.76% | 0.05% |
| Patanjali Foods Ltd. | 0.17% | 0.05% |
| Supreme Industries Ltd. | 0.14% | 0.05% |
| Suzlon Energy Ltd. | 0.12% | 0.05% |
| Tube Investments of India Ltd. | 0.07% | 0.05% |
| Vedanta Ltd. | 1.08% | 0.04% |
| Interglobe Aviation Ltd. | 0.55% | 0.04% |
| Kalyan Jewellers India Ltd. | 0.49% | 0.04% |
| Mahindra & Mahindra Ltd. | 0.39% | 0.04% |
| National Aluminium Company Ltd. | 0.22% | 0.04% |
| NBCC (India) Ltd. | 0.19% | 0.04% |
| One 97 Communications Ltd. | 0.18% | 0.04% |
| GAIL (India) Ltd. | 0.11% | 0.04% |
| SBI Cards & Payment Services Ltd. | 0.03% | 0.25% |
| Radico Khaitan Ltd. | 0.14% | 0.03% |
| Sagility Ltd. | 0.14% | 0.03% |
| Oil & Natural Gas Corporation Ltd. | 0.41% | 0.02% |
| Sun Pharmaceutical Industries Ltd. | 0.35% | 0.02% |
| Bajaj Finserv Ltd. | 0.34% | 0.02% |
| Cipla Ltd. | 0.31% | 0.02% |
| Eternal Ltd. | 0.26% | 0.02% |
| Titan Company Ltd. | 0.24% | 0.02% |
| PG Electroplast Ltd. | 0.20% | 0.02% |
| Delhivery Ltd. | 0.11% | 0.02% |
| Computer Age Management Services Ltd. | 0.11% | 0.02% |
| Bank of Maharashtra | 0.10% | 0.02% |
| Page Industries Ltd. | 0.02% | 0.02% |
| Dabur India Ltd. | 0.02% | 0.02% |
| Eicher Motors Ltd. | 0.62% | 0.01% |
| Bharat Petroleum Corporation Ltd. | 0.51% | 0.01% |
| Aditya Birla Capital Ltd. | 0.40% | 0.01% |
| Trent Ltd. | 0.07% | 0.01% |
| Avenue Supermarts Ltd. | 0.05% | 0.01% |
| Godrej Consumer Products Ltd. | 0.04% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 46.8% means 46.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Arbitrage Fund
| Security | % of fund |
|---|---|
| Aditya Birla Sun Life Money Market Fund - Growth - Direct Plan | 10.18% |
| Aditya Birla Sun Life Floating Interest Rate Fund-Direct Plan-Growth | 3.56% |
| Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan | 2.55% |
| HDFC Bank Ltd. (15/02/2027) | 1.45% |
| National Bank for Agriculture and Rural Development (28/01/2027) | 1.27% |
Largest holdings only in Axis Arbitrage Fund
| Security | % of fund |
|---|---|
| Axis Money Market Fund - Direct Plan - Growth Option | 13.06% |
| Canara Bank (10/02/2027) | 1.92% |
| National Bank For Agriculture and Rural Development (10/03/2027) | 1.91% |
| Canara Bank (02/02/2027) | 1.68% |
| National Bank For Agriculture and Rural Development (02/03/2027) | 1.67% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Arbitrage | Axis Arbitrage |
|---|---|---|
| Equity | 69.3% | 69.7% |
| Debt | 10.5% | 17.2% |
| Cash and others | 20.1% | 13.1% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Arbitrage | Axis Arbitrage |
|---|---|---|
| Large Cap | 50.4% | 54.4% |
| Mid Cap | 15.6% | 12.1% |
| Small Cap | 3.4% | 3.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Arbitrage | Axis Arbitrage |
|---|---|---|
| Banks | 16.4% | 18.6% |
| Finance | 4.5% | 6.3% |
| Telecom - Services | 5.8% | 4.5% |
| Petroleum Products | 3.9% | 4.3% |
| Ferrous Metals | 3.2% | 3.8% |
| Pharmaceuticals & Biotechnology | 3.3% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Arbitrage vs Axis Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Arbitrage Fund | Axis Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.23% | 1.40% |
| Base expense ratio (Direct) | 0.27% | 0.27% |
| Total expense ratio (Regular) | 1.94% | 2.09% |
| Base expense ratio (Regular) | 0.88% | 0.86% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Arbitrage with
Aditya Birla Sun Life Arbitrage Fund vs Axis Arbitrage Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Arbitrage Fund and Axis Arbitrage Fund?
Both are Arbitrage funds, run by Aditya Birla Sun Life Mutual Fund and Axis Mutual Fund. Their portfolios overlap 46.8%. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and Axis Arbitrage Fund 1.40%.
Which has given higher returns, Aditya Birla Sun Life Arbitrage Fund or Axis Arbitrage Fund?
Over 1 year: Aditya Birla Sun Life Arbitrage Fund +6.75%, Axis Arbitrage Fund +6.68%. Over 3 years: Aditya Birla Sun Life Arbitrage Fund +7.40% a year, Axis Arbitrage Fund +7.31% a year. Over 5 years: Aditya Birla Sun Life Arbitrage Fund +6.85% a year, Axis Arbitrage Fund +6.84% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Arbitrage Fund or Axis Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund charges less: 1.23% a year against 1.40%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Arbitrage Fund and Axis Arbitrage Fund overlap?
46.8%. They hold 137 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Arbitrage Fund or Axis Arbitrage Fund?
On SEBI's riskometer, Aditya Birla Sun Life Arbitrage Fund is rated Low and Axis Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.07% and 1.05% a year.
Which is better for SIP, Aditya Birla Sun Life Arbitrage Fund or Axis Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,33,369 in Aditya Birla Sun Life Arbitrage Fund (XIRR 7.2% a year) and ₹7,31,700 in Axis Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Arbitrage Fund and Axis Arbitrage Fund?
Yes. 46.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life Arbitrage Fund and Axis Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund: Lovelish Solanki, Mohit Sharma, Krina Mehta. Axis Arbitrage Fund: Devang Shah, Sachin Jain.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.