Aditya Birla Sun Life Arbitrage Fund vs JM Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Arbitrage Fund and JM 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 JM Arbitrage Fund (Direct) returned 6.9% a year. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and JM Arbitrage Fund 1.42% (Direct plans). Their portfolios overlap 40.9%: they hold 106 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 JM 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 6.4%.
- Aditya Birla Sun Life Arbitrage returned more over 3 years: 7.4% a year against 6.9%.
- Aditya Birla Sun Life Arbitrage costs less: 1.23% a year against 1.42% (Direct plans).
- Aditya Birla Sun Life Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- JM Arbitrage fell less in its worst fall since 03-01-2013: −0.5% against −0.5%.
- Aditya Birla Sun Life Arbitrage is the larger fund: ₹26,933 Cr against ₹341 Cr.
- Their portfolios overlap 40.9%: 106 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 | JM Arbitrage Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | JM Financial Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹26,933 Cr (30-09-2026) | ₹341 Cr (30-09-2026) |
| NAV | ₹31.18 (Direct) | ₹37.71 (Direct) |
| Expense ratio (Direct) | 1.23% | 1.42% |
| Expense ratio (Regular) | 1.94% | 2.07% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Launch date | 24-07-2009 | 18-07-2006 |
| Minimum investment | ₹1,000 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Lovelish Solanki, Mohit Sharma, Krina Mehta | Asit Bhandarkar, Satish Ramanathan, Deepak Gupta, Ruchi Fozdar |
| Exit load | Nil | 0.5% of NAV on all investment (including SIP/STP/SWP) transactions, if redeemed / switched - out within 30 days of transfer / allotment of units in normal transactions / allotment of units of respective installments in SIP/STP/SWP transactions. |
Aditya Birla Sun Life Arbitrage vs JM 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% |
| JM Arbitrage Fund (Direct) | +0.52% | +1.53% | +3.14% | +6.43% | +6.94% | +6.44% | +5.63% |
| 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 JM Arbitrage: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Arbitrage | JMJM Arbitrage |
|---|---|---|
| 2026to date | +5.49% | +5.21% |
| 2025 | +7.20% | +6.61% |
| 2024 | +8.30% | +7.96% |
| 2023 | +7.86% | +7.39% |
| 2022 | +4.80% | +4.62% |
| 2021 | +4.52% | +3.16% |
Aditya Birla Sun Life Arbitrage vs JM Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,667 of them, one for each trading day from 04-01-2016 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)
JM Arbitrage Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
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 | 10.4 | 89.6 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6% | 6.7% | 4.5% | 8.9% |
| JM Arbitrage | 0.0 | 28.7 | 71.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.0% | 6.2% | 3.4% | 8.8% |
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 03-01-2013. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs JM 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 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,73,930 | ₹10,13,930 | 6.6% |
| JM ArbitrageJM Arbitrage Fund (Direct) | ₹16,60,000 | ₹25,49,864 | ₹8,89,864 | 6.0% |
Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct)
JM ArbitrageJM 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 JM 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) | JM Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.75% | +6.43% |
| Standard deviation | 1.34% | 1.45% |
| Sharpe ratio | 1.13 | 0.82 |
| Sortino ratio | 1.77 | 1.24 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.5% (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) | JM Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.40% | +6.94% |
| Standard deviation | 1.07% | 1.14% |
| Sharpe ratio | 1.29 | 0.81 |
| Sortino ratio | 2.00 | 1.22 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.5% (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) | JM Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.85% | +6.44% |
| Standard deviation | 0.99% | 1.06% |
| Sharpe ratio | 1.07 | 0.60 |
| Sortino ratio | 1.64 | 0.90 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.5% (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) | JM Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.97% | +6.41% |
| Standard deviation | 1.10% | 1.05% |
| Sharpe ratio | 0.84 | 0.34 |
| Sortino ratio | 1.31 | 0.50 |
| Maximum drawdown | −0.5% (25-03-2020) | −0.5% (09-07-2020) |
| 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)
JM 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% |
| JM Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 09-07-2020 | 21-09-2020 | 2 months | −0.1% |
From daily values since 03-01-2013, 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)
JM 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)
JM 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)
JM Arbitrage Fund (Direct)
Aditya Birla Sun Life Arbitrage vs JM Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Arbitrage Fund, September 2026; JM Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 40.9%
- Held by both
- 106
- Only in Aditya Birla Sun Life Arbitrage
- 94
- Only in JM Arbitrage
- 7
| Security | % of Aditya Birla Sun Life Arbitrage | % of JM Arbitrage |
|---|---|---|
| ICICI Bank Ltd. | 3.37% | 4.54% |
| Reliance Industries Ltd. | 2.87% | 4.13% |
| Vodafone Idea Ltd. | 2.35% | 3.40% |
| Axis Bank Ltd. | 2.20% | 3.89% |
| State Bank of India | 1.60% | 2.60% |
| Kotak Mahindra Bank Ltd. | 1.29% | 2.94% |
| Steel Authority of India Ltd. | 1.15% | 1.18% |
| Indus Towers Ltd. | 1.10% | 1.97% |
| Tata Steel Ltd. | 0.83% | 3.27% |
| Bharti Airtel Ltd. | 2.38% | 0.81% |
| NMDC Ltd. | 0.79% | 1.37% |
| ITC Ltd. | 0.87% | 0.79% |
| Jio Financial Services Ltd. | 0.77% | 0.87% |
| Larsen & Toubro Ltd. | 1.61% | 0.77% |
| Maruti Suzuki India Ltd. | 0.73% | 1.28% |
| HDFC Bank Ltd. | 3.52% | 0.70% |
| Adani Enterprises Ltd. | 0.69% | 1.92% |
| JSW Steel Ltd. | 1.01% | 0.67% |
| The Federal Bank Ltd. | 0.64% | 0.79% |
| Eicher Motors Ltd. | 0.62% | 1.76% |
| Bajaj Finance Ltd. | 0.59% | 1.33% |
| Interglobe Aviation Ltd. | 0.55% | 0.55% |
| Yes Bank Ltd. | 0.54% | 1.55% |
| United Spirits Ltd. | 0.44% | 0.48% |
| Hitachi Energy India Ltd. | 0.41% | 0.63% |
| Glenmark Pharmaceuticals Ltd. | 0.49% | 0.41% |
| Manappuram Finance Ltd. | 0.41% | 0.56% |
| Adani Ports and Special Economic Zone Ltd. | 0.39% | 0.95% |
| Mahindra & Mahindra Ltd. | 0.39% | 0.80% |
| Canara Bank | 0.38% | 0.88% |
| LIC Housing Finance Ltd. | 0.36% | 0.95% |
| Adani Energy Solutions Ltd. | 0.35% | 1.09% |
| Sun Pharmaceutical Industries Ltd. | 0.35% | 0.63% |
| Crompton Greaves Consumer Electricals Ltd. | 0.35% | 1.12% |
| Bajaj Finserv Ltd. | 0.34% | 0.81% |
| Aurobindo Pharma Ltd. | 0.65% | 0.32% |
| Bandhan Bank Ltd. | 0.32% | 1.90% |
| Info Edge (India) Ltd. | 0.43% | 0.32% |
| Biocon Ltd. | 0.30% | 0.54% |
| Ambuja Cements Ltd. | 0.30% | 0.47% |
| Bank of Baroda | 0.29% | 1.29% |
| RBL Bank Ltd. | 0.28% | 0.41% |
| Ashok Leyland Ltd. | 0.39% | 0.27% |
| Power Finance Corporation Ltd. | 0.27% | 1.39% |
| NTPC Ltd. | 1.19% | 0.27% |
| Asian Paints Ltd. | 0.27% | 1.09% |
| Punjab National Bank | 0.26% | 0.27% |
| Godrej Properties Ltd. | 0.26% | 0.98% |
| Shriram Finance Ltd. | 0.29% | 0.24% |
| TVS Motor Company Ltd. | 0.71% | 0.23% |
| Tata Consumer Products Ltd. | 0.23% | 0.31% |
| HDFC Asset Management Co. Ltd. | 0.22% | 0.28% |
| Bharat Heavy Electricals Ltd. | 0.21% | 1.76% |
| Divi's Laboratories Ltd. | 0.21% | 0.41% |
| UPL Ltd. | 0.21% | 0.24% |
| JSW Energy Ltd. | 0.27% | 0.20% |
| Grasim Industries Ltd. | 0.51% | 0.20% |
| NBCC (India) Ltd. | 0.19% | 0.93% |
| HDFC Life Insurance Company Ltd. | 0.35% | 0.19% |
| Adani Power Ltd. | 0.18% | 0.77% |
| APL Apollo Tubes Ltd. | 0.70% | 0.18% |
| Adani Green Energy Ltd. | 0.19% | 0.18% |
| IDFC First Bank Ltd. | 0.17% | 1.73% |
| Varun Beverages Ltd. | 0.17% | 1.65% |
| Life Insurance Corporation of India | 0.15% | 1.02% |
| Hindustan Unilever Ltd. | 0.14% | 0.38% |
| Indian Energy Exchange Ltd. | 0.14% | 0.34% |
| Lupin Ltd. | 0.14% | 0.46% |
| Bharat Petroleum Corporation Ltd. | 0.51% | 0.14% |
| Cummins India Ltd. | 0.38% | 0.14% |
| PNB Housing Finance Ltd. | 0.38% | 0.13% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.12% |
| The Indian Hotels Company Ltd. | 0.11% | 0.94% |
| Alkem Laboratories Ltd. | 0.26% | 0.11% |
| Tata Power Company Ltd. | 0.17% | 0.11% |
| Hindustan Aeronautics Ltd. | 0.52% | 0.10% |
| Bharat Electronics Ltd. | 0.39% | 0.10% |
| Hindalco Industries Ltd. | 1.18% | 0.10% |
| Hindustan Petroleum Corporation Ltd. | 0.18% | 0.08% |
| Eternal Ltd. | 0.26% | 0.07% |
| Union Bank of India | 0.21% | 0.07% |
| Kalyan Jewellers India Ltd. | 0.49% | 0.07% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.34% | 0.06% |
| GMR Airports Ltd. | 0.10% | 0.06% |
| Indian Oil Corporation Ltd. | 0.31% | 0.06% |
| Bharat Forge Ltd. | 0.10% | 0.06% |
| SBI Life Insurance Co. Ltd. | 0.22% | 0.06% |
| IndusInd Bank Ltd. | 0.57% | 0.06% |
| Cipla Ltd. | 0.31% | 0.05% |
| Ultratech Cement Ltd. | 0.52% | 0.05% |
| GE Vernova T&D India Ltd. | 0.34% | 0.05% |
| Tube Investments of India Ltd. | 0.07% | 0.04% |
| Hindustan Zinc Ltd. | 0.76% | 0.04% |
| Prestige Estates Projects Ltd. | 0.04% | 0.04% |
| DLF Ltd. | 0.06% | 0.04% |
| Container Corporation of India Ltd. | 0.22% | 0.03% |
| Computer Age Management Services Ltd. | 0.11% | 0.03% |
| ICICI Lombard General Insurance Company Ltd. | 0.15% | 0.03% |
| Apollo Hospitals Enterprise Ltd. | 0.56% | 0.03% |
| AU Small Finance Bank Ltd. | 0.30% | 0.03% |
| Inox Wind Ltd. | 0.08% | 0.03% |
| Bank of India | 0.18% | 0.02% |
| Fortis Healthcare Ltd. | 0.17% | 0.02% |
| Coal India Ltd. | 0.71% | 0.02% |
| Dabur India Ltd. | 0.02% | 0.03% |
| Suzlon Energy Ltd. | 0.12% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40.9% means 40.9% 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% |
| Small Industries Development Bank of India (28/01/2027) | 1.36% |
Largest holdings only in JM Arbitrage Fund
| Security | % of fund |
|---|---|
| JM Financial Mutual Fund | 7.82% |
| 364 Days Treasury Bill 06-Nov-2026 | 1.46% |
| 182 Days Treasury Bill 19-Nov-2026 | 1.46% |
| 364 Days Treasury Bill 03-Dec-2026 | 1.45% |
| 364 Days Treasury Bill 15-JAN-2027 | 1.44% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Arbitrage | JM Arbitrage |
|---|---|---|
| Equity | 69.3% | 77.1% |
| Debt | 10.5% | 7.3% |
| Cash and others | 20.1% | 15.6% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Arbitrage | JM Arbitrage |
|---|---|---|
| Large Cap | 50.4% | 57.7% |
| Mid Cap | 15.6% | 13.0% |
| Small Cap | 3.4% | 6.4% |
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 | JM Arbitrage |
|---|---|---|
| Banks | 16.4% | 23.7% |
| Finance | 4.5% | 6.3% |
| Telecom - Services | 5.8% | 6.2% |
| Ferrous Metals | 3.2% | 5.1% |
| Petroleum Products | 3.9% | 4.4% |
| Automobiles | 2.6% | 4.1% |
| Pharmaceuticals & Biotechnology | 3.3% | 3.4% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Arbitrage vs JM Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Arbitrage Fund | JM Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.23% | 1.42% |
| Base expense ratio (Direct) | 0.27% | 0.35% |
| Total expense ratio (Regular) | 1.94% | 2.07% |
| Base expense ratio (Regular) | 0.88% | 0.91% |
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 JM Arbitrage Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Arbitrage Fund and JM Arbitrage Fund?
Both are Arbitrage funds, run by Aditya Birla Sun Life Mutual Fund and JM Financial Mutual Fund. Their portfolios overlap 40.9%. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and JM Arbitrage Fund 1.42%.
Which has given higher returns, Aditya Birla Sun Life Arbitrage Fund or JM Arbitrage Fund?
Over 1 year: Aditya Birla Sun Life Arbitrage Fund +6.75%, JM Arbitrage Fund +6.43%. Over 3 years: Aditya Birla Sun Life Arbitrage Fund +7.40% a year, JM Arbitrage Fund +6.94% a year. Over 5 years: Aditya Birla Sun Life Arbitrage Fund +6.85% a year, JM Arbitrage Fund +6.44% 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 JM Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund charges less: 1.23% a year against 1.42%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Arbitrage Fund and JM Arbitrage Fund overlap?
40.9%. They hold 106 of the same securities, the largest shared ones being ICICIBANK, RELIANCE, IDEA. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Arbitrage Fund or JM Arbitrage Fund?
On SEBI's riskometer, Aditya Birla Sun Life Arbitrage Fund is rated Low and JM Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.07% and 1.14% a year.
Which is better for SIP, Aditya Birla Sun Life Arbitrage Fund or JM 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 ₹7,25,615 in JM Arbitrage Fund (XIRR 6.8% 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 JM Arbitrage Fund?
Yes. 40.9% 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 JM Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund: Lovelish Solanki, Mohit Sharma, Krina Mehta. JM Arbitrage Fund: Asit Bhandarkar, Satish Ramanathan, Deepak Gupta, Ruchi Fozdar.
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.