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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) | ₹305 Cr | ₹15931 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 | 0.3% | 0.28% |
| 6 Month | 2.91% | 3% |
| 1 Year | 6.24% | 6.51% |
| 3 Year | 6.62% | 7.01% |
| 5 Year | 4.98% | 5.7% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.34% |
| 1 Year | 5.96% | 6.15% |
| 3 Year | 6.63% | 6.97% |
| 5 Year | 5.98% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 3.99% | 6.24% |
| 3 Year | 2.81% | 5.95% |
| 5 Year | 2.84% | 5.41% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.40% | 0.42% |
| Sharp | -0.22% | 0.71% |
| Beta | - | 0.51% |
| Alpha | - | -0.07% |
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 | 31.87 | 28.65 |
| Large Cap | 61.72 | 45.22 |
| Mid Cap | 5.09 | 20.57 |
| Small Cap | 1.32 | 5.57 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 28.99 | 26.42 |
| Energy | 9.27 | 6.62 |
| Industrials | 4.29 | 5.26 |
| Financial Services | 28.82 | 22.98 |
| Consumer Defensive | 8.76 | 4.61 |
| Basic Materials | 5.87 | 7.71 |
| Healthcare | 2.91 | 4.69 |
| Consumer Cyclical | 3.24 | 5.98 |
| Utilities | 1.41 | 4.42 |
| Communication Services | 2.38 | 3.91 |
| Real Estate | 0.21 | 1.07 |
| Technology | 3.86 | 6.32 |
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