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) | ₹216 Cr | ₹5848 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 | 0.67% | 0.69% |
6 Month | 3.5% | 3.61% |
1 Year | 7.04% | 7.22% |
3 Year | 6.4% | 6.55% |
5 Year | 4.58% | 5.36% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.83% | 1.96% |
1 Year | 7.1% | 7.45% |
3 Year | 6.97% | 7.27% |
5 Year | 5.89% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 3.83% | - |
3 Year | 2.77% | - |
5 Year | 2.63% | - |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.646% | 0.61% |
Sharp | -0.806% | -0.476% |
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 | 27.45 | 100.01 |
Large Cap | 65.22 | 53.26 |
Mid Cap | 7.27 | 12.66 |
Small Cap | 0.06 | 2.52 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.45 | 99.67 |
Energy | 12.19 | 6.54 |
Industrials | 3.68 | 4.77 |
Financial Services | 19.44 | 27.09 |
Basic Materials | 6.58 | 6.67 |
Healthcare | 4.27 | 2.74 |
Consumer Cyclical | 7.68 | 7.26 |
Communication Services | 6.31 | 2.59 |
Consumer Defensive | 4.75 | 2.3 |
Utilities | 1.46 | 2.62 |
Real Estate | 2.96 | 2.2 |
Technology | 3.24 | 4.02 |
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