Sundaram Arbitrage Fund Regular Growth vs DSP Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Fund | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹277 Cr | ₹6168 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 21 Apr 2016 | 25 Jan 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 1209% |
Expense Ratio | 1 | 0.99 |
Manager | Dwijendra Srivastava | Kedar Karnik |
ISIN Code | INF173K01NB6 | INF740KA1DI4 |
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 | DSP Arbitrage fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Month | 0.41% | 0.37% |
6 Month | 2.98% | 3.03% |
1 Year | 6.24% | 6.39% |
3 Year | 6.68% | 6.93% |
5 Year | 4.97% | 5.49% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.31% | 1.31% |
1 Year | 5.96% | 5.98% |
3 Year | 6.63% | 6.8% |
5 Year | 5.98% | 6.28% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 3.99% | 5.88% |
3 Year | 2.81% | 4.9% |
5 Year | 2.84% | 5.08% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.40% | 0.37% |
Sharp | -0.22% | 0.54% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Name | Dwijendra Srivastava | Kedar Karnik |
Total AUM | ₹14140 Cr | ₹32997 Cr |
Funds Managed | 14 | 11 |
Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
Market Cap
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 31.87 | 35.89 |
Large Cap | 61.72 | 42.98 |
Mid Cap | 5.09 | 16.9 |
Small Cap | 1.32 | 4.23 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 28.99 | 33.62 |
Energy | 9.27 | 4.51 |
Industrials | 4.29 | 7.11 |
Financial Services | 28.82 | 23.33 |
Consumer Defensive | 8.76 | 5.35 |
Basic Materials | 5.87 | 5.58 |
Healthcare | 2.91 | 3.8 |
Consumer Cyclical | 3.24 | 4.5 |
Utilities | 1.41 | 2.83 |
Communication Services | 2.38 | 2.62 |
Real Estate | 0.21 | 0.98 |
Technology | 3.86 | 5.77 |
Top Comparisons
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.1%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns20.72%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns10.29%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns15.67%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns15.04%
Quant BFSI Fund Regular - Growth
3Y Returns0%