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) | ₹316 Cr | ₹5984 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 | 0.38% | 0.44% |
6 Month | 2.68% | 2.72% |
1 Year | 6.19% | 6.33% |
3 Year | 6.62% | 6.9% |
5 Year | 5.01% | 5.52% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.23% | 1.3% |
1 Year | 5.68% | 5.82% |
3 Year | 6.51% | 6.71% |
5 Year | 5.96% | 6.27% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 4.04% | 5.98% |
3 Year | 2.83% | 4.96% |
5 Year | 2.89% | 5.09% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.41% | 0.38% |
Sharp | -0.33% | 0.42% |
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 | 33.96 | 36.25 |
Large Cap | 59.1 | 43.7 |
Mid Cap | 4.93 | 17.15 |
Small Cap | 2.01 | 2.89 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 30.36 | 33.65 |
Energy | 10.32 | 4.92 |
Industrials | 3.93 | 6.96 |
Financial Services | 30.04 | 23.47 |
Consumer Defensive | 7.96 | 5.36 |
Basic Materials | 5.22 | 5.93 |
Healthcare | 2.54 | 3.4 |
Consumer Cyclical | 2.53 | 4.43 |
Utilities | 0.35 | 2.55 |
Communication Services | 2.87 | 2.34 |
Real Estate | 0.28 | 0.94 |
Technology | 3.6 | 6.05 |
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