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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) | ₹321 Cr | ₹2350 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 | 0.56% | 0.56% |
| 6 Month | 2.83% | 2.91% |
| 1 Year | 6.12% | 6.2% |
| 3 Year | 6.68% | 6.87% |
| 5 Year | 5.25% | 5.67% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 1.5% |
| 1 Year | 5.65% | 5.95% |
| 3 Year | 6.39% | 6.56% |
| 5 Year | 6.06% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.17% | 6.16% |
| 3 Year | 2.85% | 5.92% |
| 5 Year | 2.97% | 5.33% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.78% | 0.68% |
| Sharp | 1.72% | 2.02% |
| Beta | 0.37% | 0.48% |
| Alpha | 0.17% | 0.14% |
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 | 26.09 | 25.75 |
| Large Cap | 63.01 | 47.75 |
| Mid Cap | 7.64 | 13.18 |
| Small Cap | 3.26 | 13.32 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 22.25 | 24.39 |
| Energy | 10.02 | 4.38 |
| Industrials | 4.15 | 4.18 |
| Financial Services | 34.01 | 36.62 |
| Basic Materials | 10.31 | 5.26 |
| Consumer Cyclical | 7.39 | 13.14 |
| Healthcare | 0.74 | 2.55 |
| Utilities | 1.43 | 2.57 |
| Communication Services | 2.38 | 1.38 |
| Consumer Defensive | 7.08 | 3.63 |
| Real Estate | 0.25 | 0.28 |
| Technology | - | 1.61 |
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