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Sundaram Arbitrage Fund Regular Growth vs Aditya Birla Sun Life Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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