Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
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) | ₹299 Cr | ₹22341 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 | 0.42% | 0.54% |
6 Month | 3.19% | 3.3% |
1 Year | 6.64% | 6.91% |
3 Year | 6.52% | 7.08% |
5 Year | 4.83% | 5.72% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.6% | 1.63% |
1 Year | 6.62% | 6.83% |
3 Year | 6.86% | 7.25% |
5 Year | 5.97% | 6.62% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 3.92% | 6.46% |
3 Year | 2.8% | 6.1% |
5 Year | 2.74% | 6.82% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.54% | 0.47% |
Sharp | -0.52% | 0.72% |
Beta | - | - |
Alpha | - | - |
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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 | 31.95 | 29.01 |
Large Cap | 64.01 | 45.64 |
Mid Cap | 3.41 | 20.02 |
Small Cap | 0.63 | 5.33 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 31.95 | 28.2 |
Energy | 11.65 | 3.59 |
Technology | 4.75 | 5.39 |
Industrials | 2.3 | 6.79 |
Financial Services | 23.31 | 23.79 |
Consumer Defensive | 8.17 | 8.76 |
Basic Materials | 5.17 | 5.61 |
Healthcare | 3.15 | 4.18 |
Consumer Cyclical | 3.14 | 5.76 |
Communication Services | 5.08 | 2.55 |
Utilities | 1.13 | 4.18 |
Real Estate | 0.2 | 1.2 |
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