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) | ₹216 Cr | ₹12906 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 | 0.63% | 0.66% |
6 Month | 3.37% | 3.48% |
1 Year | 6.79% | 7.01% |
3 Year | 6.5% | 6.9% |
5 Year | 4.75% | 5.56% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.74% | 1.75% |
1 Year | 6.91% | 7.1% |
3 Year | 6.95% | 7.31% |
5 Year | 5.98% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 3.92% | 6.21% |
3 Year | 2.8% | 5.88% |
5 Year | 2.74% | 5.39% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.646% | 0.607% |
Sharp | -0.806% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 27.45 | 103.13 |
Large Cap | 65.22 | 49.6 |
Mid Cap | 7.27 | 15.88 |
Small Cap | 0.06 | 4.67 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 27.45 | 102.49 |
Energy | 12.19 | 7.16 |
Industrials | 3.68 | 6.73 |
Financial Services | 19.44 | 22.68 |
Basic Materials | 6.58 | 9.92 |
Healthcare | 4.27 | 3.08 |
Consumer Cyclical | 7.68 | 7.6 |
Communication Services | 6.31 | 3.33 |
Consumer Defensive | 4.75 | 1.93 |
Utilities | 1.46 | 3.06 |
Real Estate | 2.96 | 0.52 |
Technology | 3.24 | 4.79 |
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