Sundaram Arbitrage Fund Regular Growth vs Mirae Asset Arbitrage Fund Regular Growth compare
Sundaram Arbitrage Fund Regular Growth
Mirae Asset Arbitrage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Fund | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹305 Cr | ₹2998 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Apr 2016 | 19 Jun 2020 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 2293% |
Expense Ratio | 1 | 0.92 |
Manager | Dwijendra Srivastava | Jignesh Rao |
ISIN Code | INF173K01NB6 | INF769K01FP7 |
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 | Mirae Asset Arbitrage Fund - Growth charges 0.25% 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 | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Month | 0.3% | 0.27% |
6 Month | 2.91% | 2.75% |
1 Year | 6.24% | 6.18% |
3 Year | 6.62% | 6.82% |
5 Year | 4.98% | 5.5% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
6 Month | 1.31% | 1.27% |
1 Year | 5.96% | 5.82% |
3 Year | 6.63% | 6.75% |
5 Year | 5.98% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
1 Year | 3.99% | 5.94% |
3 Year | 2.81% | 5.65% |
5 Year | 2.84% | 5.44% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Standard Deviation | 0.40% | 0.44% |
Sharp | -0.22% | 0.23% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Name | Dwijendra Srivastava | Jignesh Rao |
Total AUM | ₹14140 Cr | ₹676 Cr |
Funds Managed | 14 | 1 |
Sundaram Arbitrage Fund Regular Growth | Mirae Asset Arbitrage Fund Regular Growth |
Market Cap
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 31.87 | 33.98 |
Large Cap | 61.72 | 35.02 |
Mid Cap | 5.09 | 26.87 |
Small Cap | 1.32 | 4.13 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Mirae Asset Arbitrage Fund Regular Growth |
---|---|---|
Others | 28.99 | 32.4 |
Energy | 9.27 | 3.15 |
Industrials | 4.29 | 5.09 |
Financial Services | 28.82 | 20.31 |
Consumer Defensive | 8.76 | 3.63 |
Basic Materials | 5.87 | 8.34 |
Healthcare | 2.91 | 7.75 |
Consumer Cyclical | 3.24 | 8.99 |
Utilities | 1.41 | 2.35 |
Communication Services | 2.38 | 2.15 |
Real Estate | 0.21 | 2.09 |
Technology | 3.86 | 3.75 |
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