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) | ₹216 Cr | ₹2225 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 | 0.39% | 0.39% |
6 Month | 3.2% | 3.22% |
1 Year | 6.79% | 6.84% |
3 Year | 6.35% | 6.52% |
5 Year | 4.63% | 5.34% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.62% | 1.61% |
1 Year | 6.62% | 6.63% |
3 Year | 6.84% | 6.98% |
5 Year | 5.86% | 6.17% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 3.83% | 6.1% |
3 Year | 2.77% | 5.68% |
5 Year | 2.63% | 5.27% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.646% | 0.613% |
Sharp | -0.806% | -0.626% |
Beta | - | - |
Alpha | - | - |
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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 | 27.45 | 23.85 |
Large Cap | 65.22 | 49.55 |
Mid Cap | 7.27 | 16.52 |
Small Cap | 0.06 | 10.08 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 27.45 | 23.85 |
Energy | 12.19 | 5.46 |
Industrials | 3.68 | 1.82 |
Financial Services | 19.44 | 39.68 |
Basic Materials | 6.58 | 8.07 |
Healthcare | 4.27 | 4.59 |
Consumer Cyclical | 7.68 | 7.38 |
Communication Services | 6.31 | 2.2 |
Consumer Defensive | 4.75 | 1.23 |
Utilities | 1.46 | 3.77 |
Real Estate | 2.96 | 0.93 |
Technology | 3.24 | 1.01 |
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