Sundaram Arbitrage Fund Regular Growth vs Axis Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Axis 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 Axis Arbitrage Fund - Regular Plan - Growth
Fund Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low
Asset Size (Cr) ₹113 Cr ₹5237 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Apr 2016 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 64.15%
Expense Ratio 0.87 1.01
Manager Dwijendra Srivastava Devang Shah
ISIN Code INF173K01NB6 INF846K01QC8
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.61% 0.57%
6 Month 3.41% 3.65%
1 Year 7.25% 7.61%
3 Year 5.25% 5.86%
5 Year 4.17% 5.19%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.43% 3.68%
3 Year 9.46% 10.1%
5 Year 13.07% 15.06%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 3.72% 4.59%
3 Year 10.14% 11.86%
5 Year 13.27% 15.25%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.78% 0.66%
Sharp -1.86% -1.31%
Beta 0.95% 0.8%
Alpha -0.83% -0.34%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Dwijendra Srivastava Devang Shah
Total AUM ₹14140 Cr ₹60014 Cr
Fund Manage 14 15
Sundaram Arbitrage Fund Regular Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Axis Arbitrage Fund - Regular Plan - Growth

Mid Cap 20.6 7.49
Large Cap 48.28 38.5
Small Cap 4.39 1.58
Others 22.87 26.31

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Axis Arbitrage Fund - Regular Plan - Growth

Telecom - Services 22.71 -
Cement & Cement Products 11.45 -
Banks 10.11 -
Petroleum Products 7.22 -
Realty 5.93 -
Finance 4.71 -
Others 22.87 72.33
Diversified Metals 3.41 -
Pharmaceuticals & Biotechnology 3.84 -
IT - Software 2.09 -
Construction 1.34 0.07
Diversified FMCG 0.46 -
Financial - 1.65
Energy - -0.05
Capital Goods - -0.02
Metals & Mining - -0.059999999999999
Healthcare - -0.02
Automobile - -0.01
Materials - -0.0099999999999999
Consumer Discretionary - 0
Consumer Staples - 0.0099999999999999
Communication - -0.01
Chemicals - 0
Services - 0
Diversified - 0

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