Arbitrage · Hybrid
ADITYA BIRLA SUN LIFE ARBITRAGE FUND - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
1.16
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.76
Downside-only Sharpe
Max Drawdown
-0.5%
Peak-to-trough · full history
Vol (3Y)
1.1%
Annualised σ of daily returns
Positive Days
68%
Smoothness proxy
This fund has delivered solid risk-adjusted returns over the last 3 years (Sharpe 1.16). Its worst peak-to-trough drop over the full history was 0.5% (small drawdowns) between 2020-03-16 and 2020-03-25. About 68% of trading days closed up. Profile: consistent compounder · smooth NAV path.
YTD
+4.8%
Calendar YTD
1 Year
+6.9%
Trailing 12 mo
3 Year
+7.5%
CAGR
5 Year
+6.8%
CAGR
10 Year
+6.4%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2638 windows
- Best window CAGR
- +8.92%
- Median CAGR
- +6.70%
- Avg CAGR
- +6.61%
- Worst window CAGR
- +4.50%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2146 windows
- Best window CAGR
- +8.06%
- Median CAGR
- +6.27%
- Avg CAGR
- +6.39%
- Worst window CAGR
- +5.41%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Arbitrage
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
|
+6.2% | +12.6% | +11.1% | — |
|
DSP Income Plus Arbitrage Omni FoF
DSP Mutual Fund
|
+5.3% | +9.7% | +6.3% | — |
|
ICICI Prudential Income plus Arbitrage Omni FOF
ICICI Prudential Mutual Fund
|
+6.3% | +9.0% | +9.6% | — |
|
HDFC Income Plus Arbitrage Active FOF
HDFC Mutual Fund
|
+5.8% | +8.7% | +10.4% | — |
|
Axis Income Plus Arbitrage Omni FOF
Axis Mutual Fund
|
+6.0% | +7.8% | +6.6% | — |
|
Kotak Arbitrage Fund
Kotak Mahindra Mutual Fund
|
+6.9% | +7.6% | +6.9% | — |
|
Aditya Birla Sun Life Arbitrage Fund (this fund)
Aditya Birla Sun Life Mutual Fund
|
+6.9% | +7.5% | +6.8% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.