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) | ₹255 Cr | ₹20646 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% | 0.48% |
6 Month | 3.16% | 3.36% |
1 Year | 6.63% | 6.94% |
3 Year | 6.65% | 6.96% |
5 Year | 4.91% | 5.6% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.55% | 1.67% |
1 Year | 6.52% | 6.92% |
3 Year | 6.84% | 7.18% |
5 Year | 5.99% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 3.99% | 6.41% |
3 Year | 2.81% | 6.14% |
5 Year | 2.84% | 6.34% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.54% | 0.51% |
Sharp | -0.53% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 33.46 | 32.6 |
Large Cap | 62.63 | 46.59 |
Mid Cap | 3.08 | 16.31 |
Small Cap | 0.82 | 4.5 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.65 | 30.11 |
Energy | 10.12 | 7.52 |
Technology | 2.71 | 4.53 |
Industrials | 2.7 | 6.77 |
Financial Services | 26.01 | 20.99 |
Consumer Defensive | 9.52 | 4.5 |
Basic Materials | 6.39 | 7.58 |
Healthcare | 3.69 | 3.92 |
Consumer Cyclical | 3.61 | 5.9 |
Utilities | 1.56 | 3.81 |
Communication Services | 2.81 | 3.44 |
Real Estate | 0.24 | 0.94 |
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