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) | ₹331 Cr | ₹6448 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 | 0.47% | 0.42% |
| 6 Month | 2.73% | 2.81% |
| 1 Year | 6.09% | 6.17% |
| 3 Year | 6.76% | 6.98% |
| 5 Year | 5.16% | 5.62% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.39% |
| 1 Year | 5.76% | 5.82% |
| 3 Year | 6.49% | 6.66% |
| 5 Year | 6.03% | 6.31% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 4.11% | 6.08% |
| 3 Year | 2.84% | 5.02% |
| 5 Year | 2.93% | 5.09% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | -0.16% | 0.65% |
| 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 | 27.2 | 33.78 |
| Large Cap | 59.86 | 42.91 |
| Mid Cap | 10.08 | 18.33 |
| Small Cap | 2.86 | 4.97 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 23.26 | 31.89 |
| Energy | 10.44 | 4.51 |
| Industrials | 7.37 | 7.46 |
| Financial Services | 32.35 | 26.96 |
| Consumer Defensive | 8.04 | 4.89 |
| Basic Materials | 6.51 | 6.58 |
| Healthcare | 2.43 | 3.76 |
| Consumer Cyclical | 4.96 | 3.78 |
| Utilities | 1.51 | 2.59 |
| Communication Services | 2.87 | 1.94 |
| Real Estate | 0.26 | 1.02 |
| Technology | 0 | 4.61 |
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