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Sundaram Arbitrage Fund Regular Growth vs HSBC Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹277 Cr | ₹2511 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 299% |
| Expense Ratio | 1 | 0.93 |
| Manager | Dwijendra Srivastava | Mahesh A Chhabria |
| ISIN Code | INF173K01NB6 | INF917K01QL8 |
| 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 | HSBC Arbitrage Fund - 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 | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.49% | 0.47% |
| 6 Month | 3.05% | 3.08% |
| 1 Year | 6.42% | 6.44% |
| 3 Year | 6.65% | 6.78% |
| 5 Year | 4.94% | 5.47% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.48% | 1.5% |
| 1 Year | 6.36% | 6.38% |
| 3 Year | 6.76% | 6.88% |
| 5 Year | 6% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 3.99% | 6.13% |
| 3 Year | 2.81% | 5.81% |
| 5 Year | 2.84% | 5.3% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | -0.18% | 0.23% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Mahesh A Chhabria |
| Total AUM | ₹14140 Cr | ₹15021 Cr |
| Funds Managed | 14 | 9 |
| Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 31.87 | 32.77 |
| Large Cap | 61.72 | 47.14 |
| Mid Cap | 5.09 | 11.73 |
| Small Cap | 1.32 | 8.36 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 28.99 | 31.71 |
| Energy | 9.27 | 3.93 |
| Industrials | 4.29 | 3 |
| Financial Services | 28.82 | 37.83 |
| Consumer Defensive | 8.76 | 3.88 |
| Basic Materials | 5.87 | 3.12 |
| Healthcare | 2.91 | 3.73 |
| Consumer Cyclical | 3.24 | 4.62 |
| Utilities | 1.41 | 3.29 |
| Communication Services | 2.38 | 0.22 |
| Real Estate | 0.21 | 0.72 |
| Technology | 3.86 | 3.94 |
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