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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) | ₹255 Cr | ₹21068 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 | 0.43% | 0.47% |
| 6 Month | 3.17% | 3.26% |
| 1 Year | 6.57% | 6.86% |
| 3 Year | 6.64% | 7.03% |
| 5 Year | 4.88% | 5.58% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.55% | 1.61% |
| 1 Year | 6.52% | 6.74% |
| 3 Year | 6.84% | 7.2% |
| 5 Year | 5.99% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 3.92% | 6.64% |
| 3 Year | 2.8% | 6.43% |
| 5 Year | 2.74% | 6.53% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.54% | 0.53% |
| Sharp | -0.53% | 0.29% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.46 | 24.65 |
| Large Cap | 62.63 | 60.09 |
| Mid Cap | 3.08 | 13.22 |
| Small Cap | 0.82 | 2.04 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 30.65 | 22.71 |
| Energy | 10.12 | 5.54 |
| Technology | 2.71 | 5.18 |
| Industrials | 2.7 | 4.83 |
| Financial Services | 26.01 | 23.24 |
| Consumer Defensive | 9.52 | 4.67 |
| Basic Materials | 6.39 | 9.7 |
| Healthcare | 3.69 | 5.87 |
| Consumer Cyclical | 3.61 | 8.13 |
| Utilities | 1.56 | 4.47 |
| Communication Services | 2.81 | 4.67 |
| Real Estate | 0.24 | 1.01 |
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