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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) | ₹335 Cr | ₹23551 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 | 0.53% | 0.55% |
| 6 Month | 2.64% | 2.8% |
| 1 Year | 6.16% | 6.36% |
| 3 Year | 6.78% | 7.17% |
| 5 Year | 5.13% | 5.75% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.42% |
| 1 Year | 5.63% | 5.86% |
| 3 Year | 6.44% | 6.77% |
| 5 Year | 6.03% | 6.45% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 4.11% | 6.65% |
| 3 Year | 2.84% | 6.48% |
| 5 Year | 2.93% | 6.45% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.36% | 0.37% |
| Sharp | 0.18% | 1.16% |
| 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 | 27.2 | 23.78 |
| Large Cap | 59.86 | 60.53 |
| Mid Cap | 10.08 | 13.42 |
| Small Cap | 2.86 | 2.27 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 23.26 | 22.57 |
| Energy | 10.44 | 5.29 |
| Industrials | 7.37 | 6.05 |
| Financial Services | 32.35 | 27.03 |
| Consumer Defensive | 8.04 | 4.75 |
| Basic Materials | 6.51 | 9.76 |
| Healthcare | 2.43 | 3.2 |
| Consumer Cyclical | 4.96 | 8.87 |
| Utilities | 1.51 | 3.12 |
| Communication Services | 2.87 | 3.81 |
| Real Estate | 0.26 | 1.4 |
| Technology | 0 | 4.16 |
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