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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) | ₹321 Cr | ₹27400 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 | 0.52% | 0.53% |
| 6 Month | 2.84% | 3.01% |
| 1 Year | 5.98% | 6.29% |
| 3 Year | 6.65% | 7.08% |
| 5 Year | 5.28% | 6.06% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.57% |
| 1 Year | 5.65% | 6.22% |
| 3 Year | 6.39% | 6.83% |
| 5 Year | 6.06% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 4.17% | 6.49% |
| 3 Year | 2.85% | 6.14% |
| 5 Year | 2.97% | 6.64% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.78% | 0.66% |
| Sharp | 1.72% | 2.49% |
| Beta | 0.37% | 0.49% |
| Alpha | 0.17% | 0.37% |
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 | 26.09 | 20.75 |
| Large Cap | 63.01 | 45.74 |
| Mid Cap | 7.64 | 28.84 |
| Small Cap | 3.26 | 4.67 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 22.25 | 18.27 |
| Energy | 10.02 | 3.75 |
| Industrials | 4.15 | 8.87 |
| Financial Services | 34.01 | 24.16 |
| Basic Materials | 10.31 | 9.28 |
| Consumer Cyclical | 7.39 | 11.52 |
| Healthcare | 0.74 | 5.78 |
| Utilities | 1.43 | 2.05 |
| Communication Services | 2.38 | 4.21 |
| Consumer Defensive | 7.08 | 5.27 |
| Real Estate | 0.25 | 1.67 |
| Technology | - | 5.17 |
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