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Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH is a hybrid scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 6.14%, with the bottom and top quartiles at 5.33% and 6.90% respectively. It has ranked in the top half of its category for 9 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.81% on assets of ₹25,679Cr. The fund is currently managed by Ms. Krina Mehta, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Kotak Mahindra Bank Limited | Financial Services | 1.79% |
| Multi Commodity Exchange of India Ltd | Financial Services | 1.23% |
| Shriram Finance Limited | Financial Services | 0.56% |
| Hindustan Aeronautics Ltd | Industrials | 0.42% |
| Bajaj Finance Limited | Financial Services | 0.32% |
| Canara Bank | Financial Services | 0.29% |
| Coforge Limited | Technology | 0.28% |
| Mazagon Dock Shipbuilders Limited | Industrials | 0.22% |
| Bank of India | Financial Services | 0.21% |
| Adani Power Limited | Utilities | 0.21% |
| Bank of Baroda | Financial Services | 0.18% |
| Varun Beverages Ltd | Consumer Defensive | 0.17% |
| Union Bank of India | Financial Services | 0.11% |
| Persistent Systems Ltd | Technology | 0.06% |
| Indian Bank | Financial Services | 0.05% |
| PG Electroplast Limited | Technology | 0.01% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 6 | 16.67% |
| Finance | 2 | 4.72% |
| Petroleum Products | 4 | 4.64% |
| Telecom - Services | 3 | 4.59% |
| Ferrous Metals | 4 | 3.39% |
| Automobiles | 6 | 3.19% |
| Pharmaceuticals & Biotechnology | 10 | 2.62% |
| Power | 1 | 2.29% |
| Capital Markets | 1 | 1.91% |
| Non - Ferrous Metals | 3 | 1.53% |
| Consumer Durables | 1 | 1.47% |
| Aerospace & Defense | 1 | 1.42% |
| Retailing | 6 | 1.39% |
| Diversified FMCG | 2 | 1.24% |
| Cement & Cement Products | 4 | 1.23% |
| Electrical Equipment | 6 | 1.17% |
| Realty | 6 | 1.12% |
| Construction | 2 | 1.05% |
| Healthcare Services | 3 | 0.94% |
| Auto Components | 7 | 0.91% |
| Minerals & Mining | 1 | 0.86% |
| Agricultural Food & other Products | 3 | 0.84% |
| Food Products | 2 | 0.83% |
| Industrial Products | 5 | 0.79% |
| Transport Infrastructure | 2 | 0.77% |
| Insurance | 5 | 0.77% |
| Beverages | 1 | 0.68% |
| Financial Technology (Fintech) | 2 | 0.63% |
| It - Software | 2 | 0.58% |
| Metals & Minerals Trading | 1 | 0.57% |
| Oil | 2 | 0.56% |
| Chemicals & Petrochemicals | 3 | 0.38% |
| Transport Services | 3 | 0.35% |
| Fertilizers & Agrochemicals | 1 | 0.28% |
| Gas | 2 | 0.27% |
| Industrial Manufacturing | 1 | 0.22% |
| Diversified Metals | 1 | 0.13% |
| Personal Products | 2 | 0.12% |
| Leisure Services | 1 | 0.07% |
| Consumable Fuels | 1 | 0.02% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.02% |
| Cigarettes & Tobacco Products | 1 | 0.01% |
| Textiles & Apparels | 1 | 0.01% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 3.08% | 3.98% | 6.34% | 7.21% | 7.93% | 100.0% |
| 3Y | 4.14% | 5.33% | 6.14% | 6.90% | 7.14% | 100.0% |
| 5Y | 5.41% | 5.61% | 5.76% | 5.88% | 5.94% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Kotak Arbitrage Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹69,951 Cr | 3.14% | +6.99% | +6.14% | 2★ |
| UTI Arbitrage Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹10,858 Cr | 2.38% | +6.93% | +5.97% | 2★ |
| Invesco India Arbitrage Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹27,321 Cr | 3.97% | +6.90% | +6.16% | 2★ |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | SBI Mutual Fund | ₹42,847 Cr | 2.32% | +6.89% | +6.16% | 2★ |
| HDFC ARBITRAGE FUND - Regular Plan -Growth Option | HDFC Mutual Fund | ₹24,439 Cr | 2.84% | +6.87% | +5.93% | 2★ |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | Edelweiss Mutual Fund | ₹14,717 Cr | 3.33% | +6.84% | +6.00% | 2★ |
| Tata Arbitrage Fund-Regular Plan-Growth | Tata Mutual Fund | ₹21,824 Cr | 1.43% | +6.79% | +5.86% | 2★ |
| ITI Arbitrage Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹88 Cr | 1.84% | +6.76% | +5.24% | 2★ |
| Axis Arbitrage Fund - Regular Plan - Growth | Axis Mutual Fund | ₹9,725 Cr | 2.51% | +6.75% | +5.91% | 2★ |
| HSBC Arbitrage Fund - Regular Growth | HSBC Mutual Fund | ₹2,532 Cr | 2.32% | +6.70% | — | 2★ |