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) | ₹216 Cr | ₹13920 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 | 0.67% | 0.72% |
6 Month | 3.5% | 3.66% |
1 Year | 7.04% | 7.28% |
3 Year | 6.4% | 6.66% |
5 Year | 4.58% | 5.42% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.83% | 1.99% |
1 Year | 7.1% | 7.55% |
3 Year | 6.97% | 7.34% |
5 Year | 5.89% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 3.83% | 6.36% |
3 Year | 2.77% | 6.11% |
5 Year | 2.63% | 6.49% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.646% | 0.594% |
Sharp | -0.806% | -0.343% |
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 | 27.45 | 103.22 |
Large Cap | 65.22 | 49.45 |
Mid Cap | 7.27 | 14.74 |
Small Cap | 0.06 | 3.54 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.45 | 102.21 |
Energy | 12.19 | 7.29 |
Industrials | 3.68 | 8.09 |
Financial Services | 19.44 | 20.13 |
Basic Materials | 6.58 | 8.54 |
Healthcare | 4.27 | 2.73 |
Consumer Cyclical | 7.68 | 8.67 |
Communication Services | 6.31 | 4.29 |
Consumer Defensive | 4.75 | 1.06 |
Utilities | 1.46 | 3.04 |
Real Estate | 2.96 | 1.3 |
Technology | 3.24 | 3.6 |
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