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Sundaram Arbitrage Fund Regular Growth vs Axis Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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 | Low |
| Asset Size (Cr) | ₹331 Cr | ₹7873 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 14 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 | 1 | 0.99 |
| Manager | Dwijendra Srivastava | Devang Shah |
| ISIN Code | INF173K01NB6 | INF846K01QC8 |
| 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 | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.58% | 0.59% |
| 6 Month | 2.69% | 2.8% |
| 1 Year | 6.19% | 6.39% |
| 3 Year | 6.76% | 6.99% |
| 5 Year | 5.17% | 5.76% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.36% |
| 1 Year | 5.69% | 5.82% |
| 3 Year | 6.47% | 6.69% |
| 5 Year | 6.04% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.11% | 6.06% |
| 3 Year | 2.84% | 5.83% |
| 5 Year | 2.93% | 5.25% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.66% |
| Sharp | 0.18% | 2.3% |
| Beta | - | 0.48% |
| Alpha | - | 0.29% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 27.2 | 27.02 |
| Large Cap | 59.86 | 43.36 |
| Mid Cap | 10.08 | 24.66 |
| Small Cap | 2.86 | 4.96 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.26 | 25.15 |
| Energy | 10.44 | 3.22 |
| Industrials | 7.37 | 5.15 |
| Financial Services | 32.35 | 26.57 |
| Consumer Defensive | 8.04 | 3.59 |
| Basic Materials | 6.51 | 8.27 |
| Healthcare | 2.43 | 3.09 |
| Consumer Cyclical | 4.96 | 9.12 |
| Utilities | 1.51 | 2.95 |
| Communication Services | 2.87 | 5.77 |
| Real Estate | 0.26 | 2.4 |
| Technology | 0 | 4.72 |
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