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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) | ₹316 Cr | ₹2438 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 | 0.45% | 0.48% |
| 6 Month | 2.6% | 2.7% |
| 1 Year | 6.27% | 6.31% |
| 3 Year | 6.7% | 6.87% |
| 5 Year | 5.05% | 5.52% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 1.33% |
| 1 Year | 5.63% | 5.78% |
| 3 Year | 6.48% | 6.63% |
| 5 Year | 5.98% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.04% | 6.14% |
| 3 Year | 2.83% | 5.84% |
| 5 Year | 2.89% | 5.31% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | -0.16% | 0.36% |
| 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 | 31.42 | 28.17 |
| Large Cap | 58.79 | 48.21 |
| Mid Cap | 7.22 | 11.44 |
| Small Cap | 2.58 | 12.18 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.46 | 26.15 |
| Energy | 10.28 | 5.34 |
| Industrials | 6.4 | 1.77 |
| Financial Services | 31.75 | 42.89 |
| Consumer Defensive | 7.56 | 3.79 |
| Basic Materials | 4.77 | 5.16 |
| Healthcare | 2.44 | 1.71 |
| Consumer Cyclical | 2.78 | 6.01 |
| Utilities | 0.3 | 3.41 |
| Communication Services | 2.77 | 1.71 |
| Real Estate | 0.26 | 0.49 |
| Technology | 3.23 | 1.58 |
Top Comparisons
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