Sundaram Arbitrage Fund Regular Growth vs Nippon India Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹335 Cr | ₹16259 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 14 Oct 2010 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1243% |
| Expense Ratio | 1 | 1.07 |
| Manager | Dwijendra Srivastava | Anju Chhajer |
| ISIN Code | INF173K01NB6 | INF204K01IY1 |
| 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 | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.45% |
| 6 Month | 2.67% | 2.76% |
| 1 Year | 6.13% | 6.2% |
| 3 Year | 6.71% | 6.89% |
| 5 Year | 5.17% | 5.72% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.4% |
| 1 Year | 5.63% | 5.74% |
| 3 Year | 6.44% | 6.6% |
| 5 Year | 6.03% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 4.11% | 6.59% |
| 3 Year | 2.84% | 6.31% |
| 5 Year | 2.93% | 5.93% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.36% | 0.65% |
| Sharp | 0.18% | 2.2% |
| Beta | - | 0.48% |
| Alpha | - | 0.22% |
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Anju Chhajer |
| Total AUM | ₹14140 Cr | ₹71679 Cr |
| Funds Managed | 14 | 13 |
| Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 27.51 | 27.58 |
| Large Cap | 61.62 | 48.77 |
| Mid Cap | 8.74 | 19.83 |
| Small Cap | 2.13 | 3.82 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 23.63 | 25.15 |
| Energy | 8.73 | 5.46 |
| Industrials | 5.85 | 6.73 |
| Financial Services | 33.32 | 22.32 |
| Consumer Defensive | 6.78 | 4.11 |
| Basic Materials | 10.93 | 11.89 |
| Healthcare | 0.72 | 5.01 |
| Consumer Cyclical | 6.14 | 7.86 |
| Utilities | 1.4 | 2.57 |
| Communication Services | 2.24 | 3.87 |
| Real Estate | 0.25 | 1.44 |
| Technology | - | 3.56 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.99%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.46%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.89%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.6%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.89%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.43%
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
3Y Returns17.53%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.84%