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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) | ₹255 Cr | ₹6950 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 | 0.53% | 0.58% |
| 6 Month | 3.24% | 3.39% |
| 1 Year | 6.61% | 6.87% |
| 3 Year | 6.65% | 6.88% |
| 5 Year | 4.92% | 5.57% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.65% |
| 1 Year | 6.56% | 6.85% |
| 3 Year | 6.84% | 7.11% |
| 5 Year | 6.01% | 6.42% |
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 | 0.54% | 0.55% |
| Sharp | -0.53% | -0.12% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| 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 | 33.46 | 33.1 |
| Large Cap | 62.63 | 44.82 |
| Mid Cap | 3.08 | 16.96 |
| Small Cap | 0.82 | 5.12 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.65 | 31.57 |
| Energy | 10.12 | 4.46 |
| Technology | 2.71 | 5.99 |
| Industrials | 2.7 | 4.24 |
| Financial Services | 26.01 | 26.55 |
| Consumer Defensive | 9.52 | 3.2 |
| Basic Materials | 6.39 | 7.45 |
| Healthcare | 3.69 | 3.45 |
| Consumer Cyclical | 3.61 | 5.56 |
| Utilities | 1.56 | 2.5 |
| Communication Services | 2.81 | 3.16 |
| Real Estate | 0.24 | 1.87 |
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