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) | ₹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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