Sundaram Arbitrage Fund Regular Growth vs ICICI Prudential Equity Arbitrage Fund compare
ICICI Prudential Equity Arbitrage Fund - Growth
Sundaram Arbitrage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹32196 Cr | ₹331 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2006 | 21 Apr 2016 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 118% | % |
| Expense Ratio | 1.02 | 1 |
| Manager | Kayzad Eghlim | Dwijendra Srivastava |
| ISIN Code | INF109K01BF6 | INF173K01NB6 |
| Exits Load | ICICI Prudential Equity - Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.46% | 0.5% |
| 6 Month | 2.85% | 2.72% |
| 1 Year | 6.36% | 6.06% |
| 3 Year | 7.12% | 6.79% |
| 5 Year | 5.81% | 5.16% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 1.35% |
| 1 Year | 5.92% | 5.69% |
| 3 Year | 6.8% | 6.47% |
| 5 Year | 6.47% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Year | 6.7% | 4.11% |
| 3 Year | 6.24% | 2.84% |
| 5 Year | 6.94% | 2.93% |
Risk Management
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.67% | 0.36% |
| Sharp | 2.47% | 0.18% |
| Beta | 0.52% | - |
| Alpha | 0.32% | - |
Fund Managers
| Scheme Name | ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| Name | Kayzad Eghlim | Dwijendra Srivastava |
| Total AUM | ₹20431 Cr | ₹14140 Cr |
| Funds Managed | 9 | 14 |
| ICICI Prudential Equity Arbitrage Fund - Growth | Sundaram Arbitrage Fund Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity Arbitrage Fund - Growth |
Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 22.48 | 27.2 |
| Large Cap | 56.67 | 59.86 |
| Mid Cap | 17.17 | 10.08 |
| Small Cap | 3.69 | 2.86 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity Arbitrage Fund - Growth |
Sundaram Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 20.5 | 23.26 |
| Energy | 7.56 | 10.44 |
| Industrials | 6.32 | 7.37 |
| Technology | 4.6 | 0 |
| Basic Materials | 7.97 | 6.51 |
| Healthcare | 4.49 | 2.43 |
| Consumer Defensive | 4.99 | 8.04 |
| Financial Services | 23.65 | 32.35 |
| Consumer Cyclical | 9.19 | 4.96 |
| Real Estate | 1.39 | 0.26 |
| Utilities | 4.23 | 1.51 |
| Communication Services | 5.12 | 2.87 |
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