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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) | ₹321 Cr | ₹72774 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 | 0.6% | 0.59% |
| 6 Month | 2.81% | 2.92% |
| 1 Year | 6.13% | 6.39% |
| 3 Year | 6.71% | 7.21% |
| 5 Year | 5.25% | 6.06% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.53% |
| 1 Year | 5.74% | 6.05% |
| 3 Year | 6.42% | 6.87% |
| 5 Year | 6.07% | 6.66% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 4.17% | 6.99% |
| 3 Year | 2.85% | 6.61% |
| 5 Year | 2.96% | 7.2% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | 0.78% | 0.7% |
| Sharp | 1.72% | 2.45% |
| Beta | 0.37% | 0.57% |
| Alpha | 0.17% | 0.31% |
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 | 27.51 | 24.37 |
| Large Cap | 61.62 | 51.68 |
| Mid Cap | 8.74 | 20.85 |
| Small Cap | 2.13 | 3.11 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 23.63 | 20.01 |
| Energy | 8.73 | 3.63 |
| Industrials | 5.85 | 8.36 |
| Financial Services | 33.32 | 23.08 |
| Consumer Defensive | 6.78 | 5.56 |
| Basic Materials | 10.93 | 11.76 |
| Healthcare | 0.72 | 6.1 |
| Consumer Cyclical | 6.14 | 10.12 |
| Utilities | 1.4 | 2.37 |
| Communication Services | 2.24 | 2.74 |
| Real Estate | 0.25 | 1.02 |
| Technology | - | 5.25 |
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