Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare

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	Low
Asset Size (Cr)	₹335 Cr	₹27562 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

Trailing Lumpsum Returns

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
1 Month	0.53%	0.55%
6 Month	2.64%	2.82%
1 Year	6.16%	6.45%
3 Year	6.78%	7.21%
5 Year	5.13%	5.94%

SIP Return Analysis

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
6 Month	1.35%	1.43%
1 Year	5.63%	5.95%
3 Year	6.44%	6.8%
5 Year	6.03%	6.61%

Rolling Lumpsum Returns

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
1 Year	4.11%	6.5%
3 Year	2.84%	6.13%
5 Year	2.93%	6.66%

Risk Management

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Standard Deviation	0.36%	0.66%
Sharp	0.18%	2.74%
Beta	-	0.47%
Alpha	-	0.52%

Fund Managers

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

Market Cap

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Others	27.2	21.44
Large Cap	59.86	47.73
Mid Cap	10.08	24.67
Small Cap	2.86	6.17

Sector Allocation

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Invesco India Arbitrage Fund - Growth Option
Others	23.26	20.6
Energy	10.44	5.08
Industrials	7.37	8.47
Financial Services	32.35	28.77
Consumer Defensive	8.04	4.52
Basic Materials	6.51	7.36
Healthcare	2.43	4.1
Consumer Cyclical	4.96	8.45
Utilities	1.51	2.9
Communication Services	2.87	3.7
Real Estate	0.26	1.76
Technology	0	4.29

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