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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) | ₹305 Cr | ₹2374 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 | 0.32% | 0.34% |
| 6 Month | 3.02% | 3.05% |
| 1 Year | 6.22% | 6.27% |
| 3 Year | 6.63% | 6.79% |
| 5 Year | 4.97% | 5.48% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.31% | 1.33% |
| 1 Year | 5.96% | 6% |
| 3 Year | 6.63% | 6.75% |
| 5 Year | 5.98% | 6.22% |
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 | 0.40% | 0.39% |
| Sharp | -0.22% | 0.19% |
| 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 | 33.96 | 32.12 |
| Large Cap | 59.1 | 47.57 |
| Mid Cap | 4.93 | 12.02 |
| Small Cap | 2.01 | 8.29 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 30.36 | 30.03 |
| Energy | 10.32 | 4.38 |
| Industrials | 3.93 | 2.07 |
| Financial Services | 30.04 | 42.13 |
| Consumer Defensive | 7.96 | 3.72 |
| Basic Materials | 5.22 | 4.29 |
| Healthcare | 2.54 | 2.37 |
| Consumer Cyclical | 2.53 | 5.08 |
| Utilities | 0.35 | 2.47 |
| Communication Services | 2.87 | 1.52 |
| Real Estate | 0.28 | 0.48 |
| Technology | 3.6 | 1.46 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.68%
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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
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UTI Large & Mid Cap Fund - Regular Plan - Growth Option
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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
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HDFC Balanced Advantage Fund Regular Growth
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UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.95%
