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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) | ₹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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