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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) | ₹255 Cr | ₹69924 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% | 0.44% |
| 6 Month | 3.09% | 3.28% |
| 1 Year | 6.49% | 6.84% |
| 3 Year | 6.63% | 7.19% |
| 5 Year | 4.92% | 5.84% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.66% |
| 1 Year | 6.56% | 6.97% |
| 3 Year | 6.84% | 7.38% |
| 5 Year | 6.01% | 6.7% |
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 | 0.39% | 0.42% |
| Sharp | -0.18% | 1.23% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.46 | 23.67 |
| Large Cap | 62.63 | 54.6 |
| Mid Cap | 3.08 | 18.45 |
| Small Cap | 0.82 | 3.28 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 30.65 | 21.26 |
| Energy | 10.12 | 5.29 |
| Technology | 2.71 | 4.99 |
| Industrials | 2.7 | 7.86 |
| Financial Services | 26.01 | 22.38 |
| Consumer Defensive | 9.52 | 4.92 |
| Basic Materials | 6.39 | 8.17 |
| Healthcare | 3.69 | 5.73 |
| Consumer Cyclical | 3.61 | 9.71 |
| Utilities | 1.56 | 4.72 |
| Communication Services | 2.81 | 4.01 |
| Real Estate | 0.24 | 0.97 |
Top Comparisons
Bandhan Overnight Fund Regular - Growth
3Y Returns6.35%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.4%
Kotak Debt Hybrid - Growth
3Y Returns10.6%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.64%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.07%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.48%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns15.7%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.87%
