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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) | ₹316 Cr | ₹71518 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 | 0.38% | 0.44% |
| 6 Month | 2.57% | 2.69% |
| 1 Year | 6.18% | 6.5% |
| 3 Year | 6.66% | 7.2% |
| 5 Year | 5.02% | 5.87% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 0.8% | 0.83% |
| 1 Year | 4.75% | 4.95% |
| 3 Year | 6.2% | 6.64% |
| 5 Year | 5.81% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 4.04% | 7.04% |
| 3 Year | 2.83% | 6.59% |
| 5 Year | 2.89% | 7.21% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.45% |
| Sharp | -0.33% | 1.00% |
| 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 | 31.42 | 22.72 |
| Large Cap | 58.79 | 57.46 |
| Mid Cap | 7.22 | 17.39 |
| Small Cap | 2.58 | 2.43 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 27.46 | 20.6 |
| Energy | 10.28 | 5.72 |
| Industrials | 6.4 | 7.36 |
| Financial Services | 31.75 | 23.54 |
| Consumer Defensive | 7.56 | 4.52 |
| Basic Materials | 4.77 | 9.99 |
| Healthcare | 2.44 | 4.68 |
| Consumer Cyclical | 2.78 | 10.59 |
| Utilities | 0.3 | 3.76 |
| Communication Services | 2.77 | 3.01 |
| Real Estate | 0.26 | 1.81 |
| Technology | 3.23 | 4.41 |
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