- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Arbitrage Fund Regular Growth vs Kotak Equity Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Kotak Arbitrage Fund - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹305 Cr | ₹72274 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 29 Sep 2005 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1777.06% |
| Expense Ratio | 1 | 1.04 |
| Manager | Dwijendra Srivastava | Hiten Shah |
| ISIN Code | INF173K01NB6 | INF174K01302 |
| 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 | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Month | 0.41% | 0.39% |
| 6 Month | 2.98% | 3.17% |
| 1 Year | 6.24% | 6.64% |
| 3 Year | 6.68% | 7.23% |
| 5 Year | 4.97% | 5.86% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.31% | 1.35% |
| 1 Year | 5.96% | 6.24% |
| 3 Year | 6.63% | 7.12% |
| 5 Year | 5.98% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 3.99% | 7.06% |
| 3 Year | 2.81% | 6.58% |
| 5 Year | 2.84% | 7.22% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.43% |
| Sharp | -0.22% | 1.14% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Hiten Shah |
| Total AUM | ₹14140 Cr | ₹54601 Cr |
| Funds Managed | 14 | 4 |
| Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 31.87 | 26.79 |
| Large Cap | 61.72 | 54.99 |
| Mid Cap | 5.09 | 15.76 |
| Small Cap | 1.32 | 2.45 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 28.99 | 23.74 |
| Energy | 9.27 | 5.44 |
| Industrials | 4.29 | 7.75 |
| Financial Services | 28.82 | 23.08 |
| Consumer Defensive | 8.76 | 4.72 |
| Basic Materials | 5.87 | 6.93 |
| Healthcare | 2.91 | 5.4 |
| Consumer Cyclical | 3.24 | 9.15 |
| Utilities | 1.41 | 2.88 |
| Communication Services | 2.38 | 2.97 |
| Real Estate | 0.21 | 1.44 |
| Technology | 3.86 | 6.48 |
Top Comparisons
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns20.31%
Quant Infrastructure Fund - Growth Option
3Y Returns16.36%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns23.83%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
ITI Value Fund Regular - Growth
3Y Returns17.52%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns18.25%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.47%
