Aditya Birla Sun Life Arbitrage Fund vs Edelweiss Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund (Direct) and Edelweiss Arbitrage Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Arbitrage Fund schemes — see the best arbitrage mutual funds for the full ranking.
Head to head
NAVs as of 26 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 30 Jun 2014 – 26 Aug 2026, limited by Edelweiss Arbitrage Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Aditya Birla Sun Life Arbitrage Fund | Edelweiss Arbitrage Fund |
|---|---|---|
| 30 Jun 2014 | ₹100.00 | ₹100.00 |
| 05 Jul 2015 | ₹108.84 | ₹109.70 |
| 09 Jul 2016 | ₹116.31 | ₹117.46 |
| 14 Jul 2017 | ₹124.17 | ₹125.66 |
| 19 Jul 2018 | ₹132.51 | ₹134.38 |
| 24 Jul 2019 | ₹142.02 | ₹144.20 |
| 28 Jul 2020 | ₹150.04 | ₹152.98 |
| 02 Aug 2021 | ₹157.02 | ₹160.10 |
| 07 Aug 2022 | ₹163.26 | ₹167.05 |
| 12 Aug 2023 | ₹175.12 | ₹179.41 |
| 16 Aug 2024 | ₹190.05 | ₹194.91 |
| 21 Aug 2025 | ₹204.60 | ₹209.67 |
| 26 Aug 2026 | ₹217.83 | ₹223.19 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Aditya Birla Sun Life Arbitrage Fund and Edelweiss Arbitrage Fund duplicate 74% of their equity book — holding both adds concentration, not diversification.
Shared holdings — Aditya Birla Sun Life Arbitrage Fund vs Edelweiss Arbitrage Fund
| Stock | Aditya Birla Sun Life Arbitrage Fund | Edelweiss Arbitrage Fund | |
|---|---|---|---|
| HDFC Bank Ltd | 6.59% | 5.56% | 5.56% |
| ICICI Bank Ltd | 5.01% | 4.93% | 4.93% |
| Reliance Industries Ltd | 4.51% | 3.06% | 3.06% |
| Vodafone Idea Ltd | 3.37% | 2.84% | 2.84% |
| Bharti Airtel Ltd | 3.10% | 2.22% | 2.22% |
| Axis Bank Ltd | 3.12% | 2.11% | 2.11% |
| Indus Towers Ltd | 1.60% | 2.09% | 1.60% |
| Zomato Ltd | 1.58% | 1.77% | 1.58% |
| Maruti Suzuki India Ltd | 1.98% | 1.47% | 1.47% |
| NTPC Ltd | 1.93% | 1.34% | 1.34% |
| JSW Steel Ltd | 1.32% | 1.90% | 1.32% |
| State Bank of India | 2.01% | 1.29% | 1.29% |
| Kotak Mahindra Bank Ltd | 2.05% | 1.16% | 1.16% |
| Larsen & Toubro Ltd | 1.16% | 1.36% | 1.16% |
| Hindalco Industries Ltd | 1.11% | 1.37% | 1.11% |
146 more stocks in common. 161 shared of 173 / 167 positions. Weights are shown as a share of each fund's equity book.
| Metric | Aditya Birla Sun Life · Direct NAV ₹30.77 Moderately High risk ★★★☆☆ | Edelweiss · Direct NAV ₹22.34 Moderately High risk ★★★★☆ | Category median Arbitrage Fund · 40 funds |
|---|---|---|---|
| +6.39% | +6.35% | +6.27% | |
| +7.38% | +7.39% | +7.25% | |
| +6.70% | +6.80%Best in row | +6.63% | |
| +6.38% | +6.52%Best in row | +6.33% | |
| +6.96%Best in row | +6.83% | +6.58% | |
| +7.14% | +7.16% | — | |
| +6.61% | +6.55% | +6.54% | |
| +6.39% | +6.35% | +6.25% | |
| +6.51% | +6.64%Best in row | +6.51% | |
| Risk | |||
| 1.01% | 0.98% | 1.04% | |
| 0.88 | 0.90 | 0.68 | |
| 1.33 | 1.37 | 1.01 | |
| -0.54% | -0.53% | -0.57% | |
| 1.26%Best in row | 1.67% | 1.46% | |
| ₹26,029Cr | ₹14,863Cr | ₹1,159Cr | |
| None | Up to 0.25% | — | |
| ₹1.00K | ₹100 | — | |
| 534% | 1458% | 903% | |
| Mohit Sharma | Bhavesh Jain · 12.2y | — | |
| 02 Jan 2013 | 30 Jun 2014 | — | |
| 173 | 167 | — | |
| 23.9% | 21.5% | — | |
| 76.0% | 71.9% | — | |
7 rows carry the same value for every fund — show
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Aditya Birla Sun Life Arbitrage Fund or Edelweiss Arbitrage Fund?
Over the last 3 years, Edelweiss Arbitrage Fund returned +7.39% CAGR against Aditya Birla Sun Life Arbitrage Fund's +7.38%, computed from AMFI NAV history. Over 5 years: Aditya Birla Sun Life Arbitrage Fund +6.70% vs Edelweiss Arbitrage Fund +6.80% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Aditya Birla Sun Life Arbitrage Fund or Edelweiss Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund has the lower expense ratio: Aditya Birla Sun Life Arbitrage Fund charges 1.26% a year against Edelweiss Arbitrage Fund's 1.67%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Aditya Birla Sun Life Arbitrage Fund or Edelweiss Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund has shown higher volatility (+1.01% annualized vs Edelweiss Arbitrage Fund's +0.98%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Aditya Birla Sun Life Arbitrage Fund -0.47% vs Edelweiss Arbitrage Fund -0.42%.
Which fund manages more money — Aditya Birla Sun Life Arbitrage Fund or Edelweiss Arbitrage Fund?
Aditya Birla Sun Life Arbitrage Fund is the larger fund: Aditya Birla Sun Life Arbitrage Fund manages ₹26,029Cr against Edelweiss Arbitrage Fund's ₹14,863Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Aditya Birla Sun Life Arbitrage Fund and Edelweiss Arbitrage Fund in the same category?
Yes — both are Arbitrage Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.