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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) | ₹335 Cr | ₹8084 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 | 0.45% | 0.45% |
| 6 Month | 2.67% | 2.76% |
| 1 Year | 6.13% | 6.32% |
| 3 Year | 6.71% | 6.95% |
| 5 Year | 5.17% | 5.74% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.37% |
| 1 Year | 5.63% | 5.79% |
| 3 Year | 6.44% | 6.67% |
| 5 Year | 6.03% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.14% | 6.06% |
| 3 Year | 2.85% | 5.84% |
| 5 Year | 2.95% | 5.26% |
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 | 27.51 | 26.14 |
| Large Cap | 61.62 | 43.38 |
| Mid Cap | 8.74 | 24.94 |
| Small Cap | 2.13 | 5.53 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.63 | 24.23 |
| Energy | 8.73 | 3.17 |
| Industrials | 5.85 | 5.36 |
| Financial Services | 33.32 | 27.28 |
| Consumer Defensive | 6.78 | 3.7 |
| Basic Materials | 10.93 | 8.84 |
| Healthcare | 0.72 | 3.54 |
| Consumer Cyclical | 6.14 | 10.3 |
| Utilities | 1.4 | 2.44 |
| Communication Services | 2.24 | 5.54 |
| Real Estate | 0.25 | 2.39 |
| Technology | - | 3.21 |
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