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) | ₹316 Cr | ₹22619 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 | 0.38% | 0.44% |
| 6 Month | 2.57% | 2.7% |
| 1 Year | 6.18% | 6.45% |
| 3 Year | 6.66% | 6.99% |
| 5 Year | 5.02% | 5.65% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.8% | 0.84% |
| 1 Year | 4.75% | 4.99% |
| 3 Year | 6.2% | 6.5% |
| 5 Year | 5.81% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.04% | 6.42% |
| 3 Year | 2.83% | 6.15% |
| 5 Year | 2.89% | 6.29% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | -0.16% | 0.76% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.42 | 26.67 |
| Large Cap | 58.79 | 51.62 |
| Mid Cap | 7.22 | 17.83 |
| Small Cap | 2.58 | 3.87 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.46 | 24.22 |
| Energy | 10.28 | 6.91 |
| Industrials | 6.4 | 6.4 |
| Financial Services | 31.75 | 25.45 |
| Consumer Defensive | 7.56 | 4.77 |
| Basic Materials | 4.77 | 7.3 |
| Healthcare | 2.44 | 3.9 |
| Consumer Cyclical | 2.78 | 8.81 |
| Utilities | 0.3 | 3.25 |
| Communication Services | 2.77 | 3.79 |
| Real Estate | 0.26 | 1.36 |
| Technology | 3.23 | 3.83 |
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