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Sundaram Arbitrage Fund Regular Growth vs Edelweiss Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹335 Cr ₹16720 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 0.46% 0.5%
6 Month 2.61% 2.73%
1 Year 6.22% 6.41%
3 Year 6.71% 7.07%
5 Year 5.17% 5.85%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month 1.35% 1.39%
1 Year 5.63% 5.8%
3 Year 6.44% 6.74%
5 Year 6.03% 6.47%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 4.11% 6.27%
3 Year 2.84% 6.06%
5 Year 2.93% 5.44%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.36% 0.40%
Sharp 0.18% 1.06%
Beta - 0.45%
Alpha - -0.03%

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 27.51 23.89
Large Cap 61.62 43.64
Mid Cap 8.74 26.12
Small Cap 2.13 6.35

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 23.63 22.21
Energy 8.73 6.89
Industrials 5.85 6.27
Financial Services 33.32 25.54
Consumer Defensive 6.78 5.07
Basic Materials 10.93 10.08
Healthcare 0.72 4.97
Consumer Cyclical 6.14 5.94
Utilities 1.4 3.1
Communication Services 2.24 3.06
Real Estate 0.25 1.46
Technology - 5.4

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