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) | ₹299 Cr | ₹6474 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 | 0.5% | 0.56% |
6 Month | 3.28% | 3.29% |
1 Year | 6.73% | 6.8% |
3 Year | 6.51% | 6.79% |
5 Year | 4.82% | 5.4% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.6% | 1.58% |
1 Year | 6.65% | 6.69% |
3 Year | 6.86% | 7.06% |
5 Year | 5.96% | 6.3% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 3.92% | 5.81% |
3 Year | 2.8% | 4.81% |
5 Year | 2.74% | 5.07% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.55% | 0.52% |
Sharp | -0.62% | -0.04% |
Beta | - | - |
Alpha | - | - |
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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 | 31.95 | 31.73 |
Large Cap | 64.01 | 45.05 |
Mid Cap | 3.41 | 17.38 |
Small Cap | 0.63 | 5.84 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 31.95 | 30.35 |
Energy | 11.65 | 4.36 |
Technology | 4.75 | 6.99 |
Industrials | 2.3 | 7.95 |
Financial Services | 23.31 | 23.99 |
Consumer Defensive | 8.17 | 4.9 |
Basic Materials | 5.17 | 7.06 |
Healthcare | 3.15 | 3.33 |
Consumer Cyclical | 3.14 | 4.91 |
Communication Services | 5.08 | 2.91 |
Utilities | 1.13 | 2.64 |
Real Estate | 0.2 | 0.61 |
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