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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) | ₹299 Cr | ₹2272 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 | 0.55% | 0.6% |
| 6 Month | 3.31% | 3.24% |
| 1 Year | 6.69% | 6.7% |
| 3 Year | 6.55% | 6.71% |
| 5 Year | 4.81% | 5.43% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.6% | 1.61% |
| 1 Year | 6.62% | 6.64% |
| 3 Year | 6.86% | 6.99% |
| 5 Year | 5.97% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 3.92% | 6.12% |
| 3 Year | 2.8% | 5.76% |
| 5 Year | 2.74% | 5.29% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.52% |
| Sharp | -0.52% | -0.20% |
| 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 | 31.95 | 31.92 |
| Large Cap | 64.01 | 44.38 |
| Mid Cap | 3.41 | 12.78 |
| Small Cap | 0.63 | 10.92 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 31.95 | 29.47 |
| Energy | 11.65 | 3.02 |
| Technology | 4.75 | 3.52 |
| Industrials | 2.3 | 2.83 |
| Financial Services | 23.31 | 42.01 |
| Consumer Defensive | 8.17 | 2.56 |
| Basic Materials | 5.17 | 3.68 |
| Healthcare | 3.15 | 4.12 |
| Consumer Cyclical | 3.14 | 3.78 |
| Communication Services | 5.08 | 1.31 |
| Utilities | 1.13 | 3.03 |
| Real Estate | 0.2 | 0.67 |
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