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Sundaram Arbitrage Fund Regular Growth vs Aditya Birla Sun Life Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹335 Cr | ₹25267 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 24 Jul 2009 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1085% |
| Expense Ratio | 1 | 1.01 |
| Manager | Dwijendra Srivastava | Pranav Gupta |
| ISIN Code | INF173K01NB6 | INF209K01264 |
| Exits Load | Sundaram Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.44% |
| 6 Month | 2.67% | 2.79% |
| 1 Year | 6.13% | 6.39% |
| 3 Year | 6.71% | 7.03% |
| 5 Year | 5.17% | 5.77% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.41% |
| 1 Year | 5.63% | 5.92% |
| 3 Year | 6.44% | 6.75% |
| 5 Year | 6.03% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.14% | 6.43% |
| 3 Year | 2.85% | 6.19% |
| 5 Year | 2.95% | 6.19% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.66% |
| Sharp | 0.18% | 2.53% |
| Beta | - | 0.45% |
| Alpha | - | 0.43% |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Pranav Gupta |
| Total AUM | ₹14140 Cr | ₹10003 Cr |
| Funds Managed | 14 | 9 |
| Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.51 | 23.58 |
| Large Cap | 61.62 | 52.73 |
| Mid Cap | 8.74 | 19.52 |
| Small Cap | 2.13 | 4.17 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.63 | 21.22 |
| Energy | 8.73 | 6.52 |
| Industrials | 5.85 | 6.49 |
| Financial Services | 33.32 | 27.83 |
| Consumer Defensive | 6.78 | 4.75 |
| Basic Materials | 10.93 | 8.97 |
| Healthcare | 0.72 | 4.01 |
| Consumer Cyclical | 6.14 | 8.72 |
| Utilities | 1.4 | 2.89 |
| Communication Services | 2.24 | 3.82 |
| Real Estate | 0.25 | 1.32 |
| Technology | - | 3.46 |
Top Comparisons
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ICICI Prudential Nifty Next 50 Index Fund - Growth
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