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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) | ₹255 Cr | ₹23900 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 | 0.43% | 0.48% |
| 6 Month | 3.17% | 3.28% |
| 1 Year | 6.57% | 6.86% |
| 3 Year | 6.64% | 7.17% |
| 5 Year | 4.88% | 5.75% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.55% | 1.65% |
| 1 Year | 6.52% | 6.83% |
| 3 Year | 6.84% | 7.25% |
| 5 Year | 5.99% | 6.65% |
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 | -0.53% | 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 | 33.46 | 21.19 |
| Large Cap | 62.63 | 46.39 |
| Mid Cap | 3.08 | 24.16 |
| Small Cap | 0.82 | 8.26 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 30.65 | 19.87 |
| Energy | 10.12 | 4.61 |
| Technology | 2.71 | 6.92 |
| Industrials | 2.7 | 7.01 |
| Financial Services | 26.01 | 24.35 |
| Consumer Defensive | 9.52 | 7.69 |
| Basic Materials | 6.39 | 7.56 |
| Healthcare | 3.69 | 6.23 |
| Consumer Cyclical | 3.61 | 6.48 |
| Utilities | 1.56 | 5.15 |
| Communication Services | 2.81 | 2.71 |
| Real Estate | 0.24 | 1.44 |
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