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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) | ₹316 Cr | ₹21984 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 | 0.38% | 0.42% |
| 6 Month | 2.57% | 2.69% |
| 1 Year | 6.18% | 6.38% |
| 3 Year | 6.66% | 7.05% |
| 5 Year | 5.02% | 5.65% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 0.82% | 0.9% |
| 1 Year | 4.75% | 4.98% |
| 3 Year | 6.2% | 6.54% |
| 5 Year | 5.81% | 6.24% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 4.04% | 6.67% |
| 3 Year | 2.83% | 6.46% |
| 5 Year | 2.89% | 6.47% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | -0.16% | 0.92% |
| 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 | 31.42 | 26.88 |
| Large Cap | 58.79 | 58.43 |
| Mid Cap | 7.22 | 12.75 |
| Small Cap | 2.58 | 1.94 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 27.46 | 25.45 |
| Energy | 10.28 | 5.86 |
| Industrials | 6.4 | 5.39 |
| Financial Services | 31.75 | 25.87 |
| Consumer Defensive | 7.56 | 4.3 |
| Basic Materials | 4.77 | 8.73 |
| Healthcare | 2.44 | 3.54 |
| Consumer Cyclical | 2.78 | 8.56 |
| Utilities | 0.3 | 3.37 |
| Communication Services | 2.77 | 3.77 |
| Real Estate | 0.26 | 1.32 |
| Technology | 3.23 | 3.85 |
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