Fund Details
| Start Date: | 24th July 2009 |
| Fund Type: | Open Ended Arbitrage Equity |
| Benchmark: | NIFTY 50 |
Management Details
| Fund Manager: | Lovelish Solanki |
| Total Schemes: | 28 |
| Schemes Managed: | Aditya Birla Sunlife Nifty ETF,Aditya Birla Sun Life Gold,Aditya Birla Sun Life Arbitrage,Aditya Birla Sun Life Nifty Bank ETF.... |
| Total Asset Size: | 12982.5 Crores |
AAUM Growth
Research Team Members
- Rishav
Fund Philosophy
<ol><li>Goal </li><li>Ambition</li><li>Achievement</li></ol><h6><p> These are the KEY factors of this fund.<br></p></h6>
Investment Style
Performance Parameter
Lumpsum (Amount Invested Rs. 1,00,000/-)
* <= 1 year - absolute returns; for > 1 year- returns using CAGR
SIP (Amount Invested Rs 10,000 per month)
| Time Frame | Amount | Percentage % |
|---|
* <= 1 year - absolute returns; for > 1 year- returns using CAGR
Return Stack (Continuous)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 5 Y |
|---|
Return Stack (Discontinuous)
| Return | 6 M | 1 Y | 2 Y |
|---|
Return Less Index
Fund Rank
| Time Frame | Rank | Active funds | Category Decile | Category Quartile |
|---|
dfg hgf jjh
Ratio Highlights
Risk Adjusted Alpha (Jensen’s) and The Risk Ratios
| Ratios | Jensen’s Alpha | Beta | Votality |
|---|
Fund Composition Analysis
| August, 24 | July, 24 | April, 24 | January, 24 | October, 23 |
|---|---|---|---|---|
| Vodafone Idea India 3.53 |
HDFC Bank 6.62 |
HDFC Bank 5.56 |
HDFC Bank 5.85 |
HDFC Bank 6.06 |
| Reliance Industries 2.9 |
Vodafone Idea India 3.74 |
Reliance Industries 3.22 |
State Bank of India 3.76 |
Reliance Industries 4.63 |
| Hindustan Aeronautics 2.59 |
Reliance Industries 3.43 |
Vedanta 2.95 |
Reliance Industries 3.2 |
Vodafone Idea India 2.34 |
| HDFC Bank 2.48 |
Vedanta 2.21 |
Power Finance Corporation 2.43 |
TCS 3.07 |
Ambuja Cements 2.32 |
| Adani Enterprises 2.24 |
L&T 1.81 |
Vodafone Idea India 2.36 |
Bank of Baroda 1.97 |
ICICI Bank 2.07 |
| Vedanta 2.05 |
Hindustan Aeronautics 1.73 |
Bharat Electronics 2.04 |
Vedanta 1.88 |
Bharti Infratel 1.86 |
| L&T 1.97 |
Shriram Finance 1.5 |
Canara Bank 2.01 |
NMDC 1.74 |
NMDC 1.68 |
| GMR Infrastructure 1.92 |
Bank of Baroda 1.5 |
Bank of Baroda 1.93 |
Bajaj Finance 1.71 |
Induslnd Bank 1.61 |
| Infosys 1.67 |
GMR Infrastructure 1.36 |
Adani Enterprises 1.64 |
Vodafone Idea India 1.64 |
Adani Ports & SEZ 1.54 |
| Bajaj Finance 1.52 |
ONGC 1.32 |
Kotak Mahindra Bank 1.54 |
Adani Enterprises 1.61 |
Punjab National Bank 1.45 |
Portfolio Breakup
| Debt | Equity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Name of the Fund | Cash% | Sov% | Corp Debt% |
Small Cap% |
Mid Cap% |
Large Cap% |
Very Large Cap % |
Others | Wt PE |
myplexus.com Feedback
Disclaimer:
We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.
©Copyright 2024 All Rights Reserved.