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Sundaram Arbitrage Fund Regular Growth vs Edelweiss Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹316 Cr | ₹16053 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 27 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 370% |
| Expense Ratio | 1 | 1.05 |
| Manager | Dwijendra Srivastava | Dhawal Dalal |
| ISIN Code | INF173K01NB6 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.38% | 0.45% |
| 6 Month | 2.57% | 2.68% |
| 1 Year | 6.18% | 6.44% |
| 3 Year | 6.66% | 7.04% |
| 5 Year | 5.02% | 5.72% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.42% |
| 1 Year | 5.88% | 6.1% |
| 3 Year | 6.58% | 6.91% |
| 5 Year | 6.01% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 4.04% | 6.25% |
| 3 Year | 2.83% | 5.99% |
| 5 Year | 2.89% | 5.42% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.42% |
| Sharp | -0.33% | 0.65% |
| Beta | - | 0.50% |
| Alpha | - | -0.10% |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Dhawal Dalal |
| Total AUM | ₹14140 Cr | ₹25974 Cr |
| Funds Managed | 14 | 12 |
| Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 31.42 | 24.04 |
| Large Cap | 58.79 | 46.34 |
| Mid Cap | 7.22 | 23.77 |
| Small Cap | 2.58 | 5.85 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 27.46 | 22.42 |
| Energy | 10.28 | 7.19 |
| Industrials | 6.4 | 5.32 |
| Financial Services | 31.75 | 27.78 |
| Consumer Defensive | 7.56 | 4.41 |
| Basic Materials | 4.77 | 8.25 |
| Healthcare | 2.44 | 3.66 |
| Consumer Cyclical | 2.78 | 6.68 |
| Utilities | 0.3 | 4.46 |
| Communication Services | 2.77 | 3.73 |
| Real Estate | 0.26 | 1.18 |
| Technology | 3.23 | 4.92 |
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