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Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 67/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.45%
- Expense ratio (20%)1.24%
- AUM (15%)₹27,237 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Hybrid · Arbitrage
₹31.0
AUM: ₹27,237 Cr
NAV updated about 3 hours ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
1.24%
Exit Load
Nil
Fund Manager
Lovelish Solanki
Inception
Jan 2013
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
-0.24
Std Dev (1Y)
1.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.51%
3m
+1.62%
6m
+3.25%
1y
+6.68%
3y
+7.45%
5y
+6.81%
10y
+6.4%
since inception
+6.29%
TopFund's Take on Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH
Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH holds up reasonably well within the Arbitrage category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 1.24%, the expense ratio is meaningfully cheaper — about 19% below the Arbitrage category average of 1.53% (based on 104 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.24 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.31% is on the lower side for a Arbitrage fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH
The current NAV (Net Asset Value) of Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is ₹31.0. NAV is updated every business day after market close by AMFI.
1Y: 6.68% · 3Y CAGR: 7.45% · 5Y CAGR: 6.81%
The expense ratio of Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is 1.24% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is managed by Lovelish Solanki at Aditya Birla Sun Life Mutual Fund.
Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is ₹27,237 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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