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Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon 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) ₹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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