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Sundaram Arbitrage Fund Regular Growth vs HDFC Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Very High |
| Asset Size (Cr) | ₹305 Cr | ₹21352 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 23 Oct 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 266.28% |
| Expense Ratio | 1 | 0.97 |
| Manager | Dwijendra Srivastava | Anil Bamboli |
| ISIN Code | INF173K01NB6 | INF179K01343 |
| 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 | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% 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 | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Month | 0.41% | 0.41% |
| 6 Month | 2.98% | 3.12% |
| 1 Year | 6.24% | 6.53% |
| 3 Year | 6.68% | 7.06% |
| 5 Year | 4.97% | 5.64% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.36% |
| 1 Year | 5.96% | 6.16% |
| 3 Year | 6.63% | 6.98% |
| 5 Year | 5.98% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 3.99% | 6.66% |
| 3 Year | 2.81% | 6.45% |
| 5 Year | 2.84% | 6.49% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.40% | 0.40% |
| Sharp | -0.22% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Anil Bamboli |
| Total AUM | ₹14140 Cr | ₹135442 Cr |
| Funds Managed | 14 | 12 |
| Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 31.87 | 29.27 |
| Large Cap | 61.72 | 58.5 |
| Mid Cap | 5.09 | 10.76 |
| Small Cap | 1.32 | 1.47 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 28.99 | 27.43 |
| Energy | 9.27 | 5.03 |
| Industrials | 4.29 | 4.91 |
| Financial Services | 28.82 | 22.51 |
| Consumer Defensive | 8.76 | 4.98 |
| Basic Materials | 5.87 | 7.91 |
| Healthcare | 2.91 | 5.81 |
| Consumer Cyclical | 3.24 | 7.68 |
| Utilities | 1.41 | 3.89 |
| Communication Services | 2.38 | 4.02 |
| Real Estate | 0.21 | 1.09 |
| Technology | 3.86 | 4.73 |
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