Aditya Birla Sun Life Arbitrage Fund vs WhiteOak Capital Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Arbitrage Fund and WhiteOak Capital Arbitrage Fund are both Arbitrage funds. In the year to 30-10-2026, Aditya Birla Sun Life Arbitrage Fund (Direct) returned 6.8% and WhiteOak Capital Arbitrage Fund (Direct) returned 7.1%. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and WhiteOak Capital Arbitrage Fund 2.35% (Direct plans). Their portfolios overlap 44.6%: they hold 141 of the same securities.
Aditya Birla Sun Life Arbitrage Fund
Arbitrage
- 1 year return
- 6.8%
- Expense ratio
- 1.23%
- NAV
- ₹31.18
WhiteOak Capital Arbitrage Fund
Arbitrage
- 1 year return
- 7.1%
- Expense ratio
- 2.35%
- NAV
- ₹11.60
Which is better, Aditya Birla Sun Life Arbitrage or WhiteOak Capital Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- WhiteOak Capital Arbitrage returned more over 1 year: 7.1% against 6.8%.
- Aditya Birla Sun Life Arbitrage costs less: 1.23% a year against 2.35% (Direct plans).
- WhiteOak Capital Arbitrage fell less in its worst fall since 10-09-2024: −0.4% against −0.5%.
- Aditya Birla Sun Life Arbitrage is the larger fund: ₹26,933 Cr against ₹2,623 Cr.
- Their portfolios overlap 44.6%: 141 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 | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹26,933 Cr (30-09-2026) | ₹2,623 Cr (30-09-2026) |
| NAV | ₹31.18 (Direct) | ₹11.60 (Direct) |
| Expense ratio (Direct) | 1.23% | 2.35% |
| Expense ratio (Regular) | 1.94% | 3.13% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty 50 Arbitrage TRI |
| Launch date | 24-07-2009 | 09-09-2024 |
| Minimum investment | ₹1,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Lovelish Solanki, Mohit Sharma, Krina Mehta | Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia |
| Exit load | Nil | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. |
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital 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% |
| WhiteOak Capital Arbitrage Fund (Direct) | +0.73% | +1.54% | +3.28% | +7.07% | -- | -- | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | -- | -- | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital Arbitrage: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Arbitrage | WhiteOak CapitalWhiteOak Capital Arbitrage |
|---|---|---|
| 2026to date | +5.49% | +5.72% |
| 2025 | +7.20% | +7.43% |
| 2024 | +8.30% | -- |
| 2023 | +7.86% | -- |
| 2022 | +4.80% | -- |
| 2021 | +4.52% | -- |
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 1-year holding period, 280 of them, one for each trading day from 10-09-2025 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)
WhiteOak Capital Arbitrage Fund (Direct)
to
Oct 2025Dec 2024
to
Dec 2025Mar 2025
to
Mar 2026May 2025
to
May 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 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 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.9% | 6.9% | 6.2% | 7.5% |
| WhiteOak Capital Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.2% | 7.2% | 6.6% | 7.6% |
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 10-09-2024. Past returns do not promise future returns.
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital 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 02-09-2024 to 30-10-2026: 26 instalments, ₹2,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct) | ₹2,60,000 | ₹2,80,068 | ₹20,068 | 6.8% |
| WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct) | ₹2,60,000 | ₹2,80,660 | ₹20,660 | 7.0% |
Aditya Birla Sun Life ArbitrageAditya Birla Sun Life Arbitrage Fund (Direct)
WhiteOak Capital ArbitrageWhiteOak Capital 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 WhiteOak Capital 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) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.75% | +7.07% |
| Standard deviation | 1.34% | 1.31% |
| Sharpe ratio | 1.13 | 1.40 |
| Sortino ratio | 1.77 | 2.17 |
| 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) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.97% | +7.15% |
| Standard deviation | 1.10% | 1.10% |
| Sharpe ratio | 0.84 | 1.32 |
| Sortino ratio | 1.31 | 2.02 |
| Maximum drawdown | −0.5% (25-03-2020) | −0.4% (06-08-2026) |
| 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)
WhiteOak Capital 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% | 03-08-2026 | 06-08-2026 | 31-08-2026 | 25 days | 0.0% |
| WhiteOak Capital Arbitrage Fund (Direct) | −0.4% | 03-08-2026 | 06-08-2026 | 24-08-2026 | 18 days | −0.1% |
From daily values since 10-09-2024, 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)
WhiteOak Capital Arbitrage Fund (Direct)
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Arbitrage Fund, September 2026; WhiteOak Capital Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 44.6%
- Held by both
- 141
- Only in Aditya Birla Sun Life Arbitrage
- 59
- Only in WhiteOak Capital Arbitrage
- 30
| Security | % of Aditya Birla Sun Life Arbitrage | % of WhiteOak Capital Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 3.52% | 5.17% |
| Reliance Industries Ltd. | 2.87% | 3.93% |
| Vodafone Idea Ltd. | 2.35% | 3.30% |
| ICICI Bank Ltd. | 3.37% | 2.32% |
| Bharti Airtel Ltd. | 2.38% | 2.20% |
| Axis Bank Ltd. | 2.20% | 1.97% |
| Hindalco Industries Ltd. | 1.18% | 1.43% |
| Steel Authority of India Ltd. | 1.15% | 0.90% |
| NTPC Ltd. | 1.19% | 0.89% |
| Maruti Suzuki India Ltd. | 0.73% | 0.98% |
| TVS Motor Company Ltd. | 0.71% | 1.24% |
| Coal India Ltd. | 0.71% | 0.73% |
| APL Apollo Tubes Ltd. | 0.70% | 0.67% |
| The Federal Bank Ltd. | 0.64% | 1.38% |
| State Bank of India | 1.60% | 0.62% |
| IndusInd Bank Ltd. | 0.57% | 0.78% |
| Interglobe Aviation Ltd. | 0.55% | 0.72% |
| Small Industries Development Bank of India (04/02/2027) | 0.54% | 0.93% |
| Bajaj Finance Ltd. | 0.59% | 0.54% |
| Ultratech Cement Ltd. | 0.52% | 0.51% |
| PB Fintech Ltd. | 0.64% | 0.45% |
| Eicher Motors Ltd. | 0.62% | 0.44% |
| Coforge Ltd. | 0.39% | 1.14% |
| Mahindra & Mahindra Ltd. | 0.39% | 0.51% |
| Canara Bank | 0.38% | 0.51% |
| Tata Consultancy Services Ltd. | 0.38% | 0.54% |
| LIC Housing Finance Ltd. | 0.36% | 0.62% |
| Larsen & Toubro Ltd. | 1.61% | 0.36% |
| Ashok Leyland Ltd. | 0.39% | 0.36% |
| Sun Pharmaceutical Industries Ltd. | 0.35% | 0.35% |
| HDFC Life Insurance Company Ltd. | 0.35% | 0.54% |
| Infosys Ltd. | 0.35% | 1.62% |
| Bajaj Finserv Ltd. | 0.34% | 0.52% |
| Manappuram Finance Ltd. | 0.41% | 0.34% |
| Swiggy Ltd. | 0.34% | 0.37% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.34% | 0.49% |
| Kotak Mahindra Bank Ltd. | 1.29% | 0.33% |
| Cummins India Ltd. | 0.38% | 0.32% |
| Muthoot Finance Ltd. | 0.32% | 0.76% |
| Indian Oil Corporation Ltd. | 0.31% | 0.35% |
| Multi Commodity Exchange of India Ltd. | 0.30% | 0.96% |
| Biocon Ltd. | 0.30% | 0.93% |
| AU Small Finance Bank Ltd. | 0.30% | 0.67% |
| Hindustan Zinc Ltd. | 0.76% | 0.29% |
| Grasim Industries Ltd. | 0.51% | 0.27% |
| Info Edge (India) Ltd. | 0.43% | 0.27% |
| Oil & Natural Gas Corporation Ltd. | 0.41% | 0.27% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.27% |
| Eternal Ltd. | 0.26% | 0.46% |
| Vedanta Ltd. | 1.08% | 0.26% |
| Alkem Laboratories Ltd. | 0.26% | 0.64% |
| Titan Company Ltd. | 0.24% | 0.45% |
| Shriram Finance Ltd. | 0.29% | 0.24% |
| Power Finance Corporation Ltd. | 0.27% | 0.24% |
| Jio Financial Services Ltd. | 0.77% | 0.23% |
| SBI Life Insurance Co. Ltd. | 0.22% | 0.65% |
| RBL Bank Ltd. | 0.28% | 0.22% |
| National Aluminium Company Ltd. | 0.22% | 0.28% |
| Divi's Laboratories Ltd. | 0.21% | 0.76% |
| PG Electroplast Ltd. | 0.20% | 0.28% |
| Jindal Steel Ltd. | 0.20% | 0.45% |
| Marico Ltd. | 0.19% | 0.24% |
| ITC Ltd. | 0.87% | 0.19% |
| Bharat Petroleum Corporation Ltd. | 0.51% | 0.19% |
| HDFC Bank Ltd. (14/12/2026) | 0.46% | 0.19% |
| One 97 Communications Ltd. | 0.18% | 0.21% |
| HDFC Bank Ltd. (22/01/2027) | 0.18% | 0.93% |
| Hindustan Petroleum Corporation Ltd. | 0.18% | 0.49% |
| Nestle India Ltd. | 0.18% | 0.19% |
| Fortis Healthcare Ltd. | 0.17% | 0.22% |
| IDFC First Bank Ltd. | 0.17% | 0.47% |
| GE Vernova T&D India Ltd. | 0.34% | 0.17% |
| Union Bank of India | 0.21% | 0.17% |
| Varun Beverages Ltd. | 0.17% | 0.21% |
| NMDC Ltd. | 0.79% | 0.16% |
| Crompton Greaves Consumer Electricals Ltd. | 0.35% | 0.16% |
| HDFC Asset Management Co. Ltd. | 0.22% | 0.15% |
| Life Insurance Corporation of India | 0.15% | 0.36% |
| BSE Ltd. | 0.15% | 0.58% |
| ICICI Lombard General Insurance Company Ltd. | 0.15% | 0.24% |
| Radico Khaitan Ltd. | 0.14% | 0.42% |
| Lupin Ltd. | 0.14% | 0.59% |
| Sagility Ltd. | 0.14% | 0.16% |
| PNB Housing Finance Ltd. | 0.38% | 0.13% |
| Cipla Ltd. | 0.31% | 0.13% |
| Container Corporation of India Ltd. | 0.22% | 0.13% |
| Voltas Ltd. | 0.12% | 0.86% |
| Central Depository Services (I) Ltd. | 0.12% | 0.42% |
| Supreme Industries Ltd. | 0.14% | 0.11% |
| Hindustan Unilever Ltd. | 0.14% | 0.11% |
| Max Financial Services Ltd. | 0.11% | 0.39% |
| Bank of Maharashtra | 0.10% | 0.23% |
| Astral Ltd. | 0.10% | 0.22% |
| Computer Age Management Services Ltd. | 0.11% | 0.10% |
| KEI Industries Ltd. | 0.10% | 0.18% |
| The Phoenix Mills Ltd. | 0.10% | 0.19% |
| Bharat Forge Ltd. | 0.10% | 0.48% |
| Inox Wind Ltd. | 0.08% | 0.11% |
| Oil India Ltd. | 0.08% | 0.30% |
| Tech Mahindra Ltd. | 0.08% | 0.51% |
| Wipro Ltd. | 0.08% | 0.09% |
| Adani Enterprises Ltd. | 0.69% | 0.08% |
| Tata Consumer Products Ltd. | 0.23% | 0.08% |
| Bajaj Auto Ltd. | 0.10% | 0.08% |
| Indian Bank | 0.08% | 0.43% |
| Tube Investments of India Ltd. | 0.07% | 0.08% |
| Max Healthcare Institute Ltd. | 0.07% | 0.11% |
| Angel One Ltd. | 0.07% | 0.79% |
| Trent Ltd. | 0.07% | 0.08% |
| SRF Ltd. | 0.07% | 0.16% |
| Bosch Ltd. | 0.10% | 0.06% |
| ABB India Ltd. | 0.06% | 0.11% |
| Mphasis Ltd. | 0.06% | 0.37% |
| Amber Enterprises India Ltd. | 0.05% | 0.23% |
| HCL Technologies Ltd. | 0.05% | 0.48% |
| Bank of Baroda | 0.29% | 0.05% |
| Avenue Supermarts Ltd. | 0.05% | 0.19% |
| Colgate Palmolive (India) Ltd. | 0.04% | 0.05% |
| Kalyan Jewellers India Ltd. | 0.49% | 0.04% |
| Hitachi Energy India Ltd. | 0.41% | 0.04% |
| Solar Industries India Ltd. | 0.29% | 0.04% |
| Persistent Systems Ltd. | 0.04% | 0.30% |
| SBI Cards & Payment Services Ltd. | 0.03% | 0.48% |
| Power Grid Corporation of India Ltd. | 0.13% | 0.03% |
| Tata Motors Passenger Vehicles Ltd. | 0.07% | 0.03% |
| KPIT Technologies Ltd. | 0.03% | 0.46% |
| Lodha Developers Ltd. | 0.03% | 0.11% |
| Motilal Oswal Financial Services Ltd. | 0.02% | 0.12% |
| Page Industries Ltd. | 0.02% | 0.59% |
| Polycab India Ltd. | 0.02% | 0.20% |
| Bank of India | 0.18% | 0.02% |
| Ujjivan Small Finance Bank Ltd. | 0.02% | 0.02% |
| REC Ltd. | 0.02% | 0.08% |
| L&T Finance Ltd. | 0.02% | 0.21% |
| Bharat Dynamics Ltd. | 0.02% | 0.23% |
| Indus Towers Ltd. | 1.10% | 0.01% |
| Apollo Hospitals Enterprise Ltd. | 0.56% | 0.01% |
| JSW Energy Ltd. | 0.27% | 0.01% |
| Oberoi Realty Ltd. | 0.03% | 0.01% |
| Siemens Energy India Ltd. | 0.01% | 0.01% |
| Ather Energy Ltd. | 0.01% | 0.22% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 44.6% means 44.6% 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 WhiteOak Capital Arbitrage Fund
| Security | % of fund |
|---|---|
| Bandhan Money Market Fund -Direct Plan-Growth | 5.73% |
| WhiteOak Capital Liquid Fund- Direct plan-GR | 5.27% |
| WhiteOak Cap Ultra Short Term Fund- Dir Pl-Gr Op | 2.28% |
| Kotak Mahindra Bank Limited (21/12/2026) | 1.88% |
| Bank of Baroda (08/01/2027) | 0.94% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Arbitrage | WhiteOak Capital Arbitrage |
|---|---|---|
| Equity | 69.3% | 68.4% |
| Debt | 10.5% | 12.9% |
| Cash and others | 20.1% | 18.7% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Arbitrage | WhiteOak Capital Arbitrage |
|---|---|---|
| Large Cap | 50.4% | 43.9% |
| Mid Cap | 15.6% | 20.1% |
| Small Cap | 3.4% | 4.4% |
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 | WhiteOak Capital Arbitrage |
|---|---|---|
| Banks | 16.4% | 15.4% |
| Telecom - Services | 5.8% | 5.5% |
| IT - Software | 1.5% | 5.5% |
| Petroleum Products | 3.9% | 5.0% |
| Finance | 4.5% | 4.9% |
| Pharmaceuticals & Biotechnology | 3.3% | 3.7% |
| Ferrous Metals | 3.2% | 1.4% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Arbitrage vs WhiteOak Capital Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Arbitrage Fund | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.23% | 2.35% |
| Base expense ratio (Direct) | 0.27% | 0.38% |
| Total expense ratio (Regular) | 1.94% | 3.13% |
| Base expense ratio (Regular) | 0.88% | 1.04% |
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 WhiteOak Capital Arbitrage Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Arbitrage Fund and WhiteOak Capital Arbitrage Fund?
Both are Arbitrage funds, run by Aditya Birla Sun Life Mutual Fund and WhiteOak Capital Mutual Fund. Their portfolios overlap 44.6%. Aditya Birla Sun Life Arbitrage Fund charges 1.23% a year and WhiteOak Capital Arbitrage Fund 2.35%.
Which has given higher returns, Aditya Birla Sun Life Arbitrage Fund or WhiteOak Capital Arbitrage Fund?
Over 1 year: Aditya Birla Sun Life Arbitrage Fund +6.75%, WhiteOak Capital Arbitrage Fund +7.07%. 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 WhiteOak Capital Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund charges less: 1.23% a year against 2.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Arbitrage Fund and WhiteOak Capital Arbitrage Fund overlap?
44.6%. They hold 141 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, IDEA. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Arbitrage Fund or WhiteOak Capital Arbitrage Fund?
On SEBI's riskometer, Aditya Birla Sun Life Arbitrage Fund is rated Low and WhiteOak Capital Arbitrage Fund Low. Over 1 years, the standard deviation of daily returns was 1.34% and 1.31% a year.
Can I invest in both Aditya Birla Sun Life Arbitrage Fund and WhiteOak Capital Arbitrage Fund?
Yes. 44.6% 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 WhiteOak Capital Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund: Lovelish Solanki, Mohit Sharma, Krina Mehta. WhiteOak Capital Arbitrage Fund: Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia.
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.