Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare

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Sundaram Arbitrage Fund Regular Growth

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Invesco India Arbitrage Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Fund	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low Risk	Low Risk
Asset Size (Cr)	₹216 Cr	₹18674 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	21 Apr 2016	30 Apr 2007
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	%	2126%
Expense Ratio	1	1.06
Manager	Dwijendra Srivastava	Deepak Gupta
ISIN Code	INF173K01NB6	INF205K01122
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	Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
1 Month	0.56%	0.56%
6 Month	3.19%	3.37%
1 Year	7%	7.4%
3 Year	6.01%	6.72%
5 Year	4.44%	5.56%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
6 Month	-	-
1 Year	6.81%	7.1%
3 Year	6.74%	7.25%
5 Year	5.6%	6.39%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
1 Year	3.83%	6.42%
3 Year	2.77%	6.08%
5 Year	2.63%	6.85%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Standard Deviation	0.78%	0.66%
Sharp	-1.86%	-0.86%
Beta	0.95%	0.79%
Alpha	-0.83%	-0.03%

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Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Name	Dwijendra Srivastava	Deepak Gupta
Total AUM	₹14140 Cr	₹12015 Cr
Fund Manage	14	2
	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Others	-43.4	29.06
Large Cap	62.99	51.72
Mid Cap	8.12	14.46
Small Cap	0.07	4.76

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Others	-43.4	29.06
Petroleum Products	8.78	7.79
Cement & Cement Products	3.96	0.93
Construction	2.97	0.4
Banks	20.84	10.06
Non - Ferrous Metals	2.12	0.83
Pharmaceuticals & Biotechnology	2.06	1.88
Leisure Services	1.77	0.22
Ferrous Metals	0.63	1.51
Automobiles	3.57	7.58
Telecom - Services	6.05	2.16
Insurance	0.91	0.15
Diversified FMCG	0.21	0.94
Diversified Metals	1.88	0.1
Power	1.08	2.9
Aerospace & Defense	0.55	2.26
Realty	3.17	0.8
Finance	2.62	5.81
Metals & Minerals Trading	3.39	2.61
IT - Software	4.55	5.92
Chemicals & Petrochemicals	0.07	1.49
Electrical Equipment	-	1.48
Industrial Products	-	0.83
IT - Services	-	0.01
Personal Products	-	0.87
Capital Markets	-	0.87
Agricultural, Commercial & Construction Vehicles	-	0.02
Fertilizers & Agrochemicals	-	0.7
Transport Services	-	1.15
Gas	-	0.77
Consumer Durables	-	1.15
Entertainment	-	0.24
Agricultural Food & other Products	-	0.46
Oil	-	1.2
Food Products	-	0.34
Auto Components	-	1.1
Healthcare Services	-	0.31
Minerals & Mining	-	0.77
Retailing	-	0.92
Transport Infrastructure	-	1.22
Textiles & Apparels	-	0.03
Beverages	-	0.16