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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) | ₹305 Cr | ₹7545 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 | 0.31% | 0.3% |
| 6 Month | 2.92% | 3.05% |
| 1 Year | 6.31% | 6.47% |
| 3 Year | 6.64% | 6.83% |
| 5 Year | 4.98% | 5.58% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.31% | 1.32% |
| 1 Year | 5.96% | 6.11% |
| 3 Year | 6.63% | 6.86% |
| 5 Year | 5.98% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 3.99% | 6.03% |
| 3 Year | 2.81% | 5.77% |
| 5 Year | 2.84% | 5.21% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.41% |
| Sharp | -0.22% | 0.32% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.87 | 33.49 |
| Large Cap | 61.72 | 43.42 |
| Mid Cap | 5.09 | 18.7 |
| Small Cap | 1.32 | 4.4 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.99 | 31.52 |
| Energy | 9.27 | 3.83 |
| Industrials | 4.29 | 4.7 |
| Financial Services | 28.82 | 26.13 |
| Consumer Defensive | 8.76 | 2.98 |
| Basic Materials | 5.87 | 7.27 |
| Healthcare | 2.91 | 3.43 |
| Consumer Cyclical | 3.24 | 6.41 |
| Utilities | 1.41 | 2.9 |
| Communication Services | 2.38 | 3.56 |
| Real Estate | 0.21 | 2.1 |
| Technology | 3.86 | 5.17 |
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