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) | ₹277 Cr | ₹15383 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 | 0.44% | 0.46% |
6 Month | 3.03% | 3.08% |
1 Year | 6.37% | 6.46% |
3 Year | 6.67% | 6.86% |
5 Year | 4.96% | 5.58% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 1.44% | 1.47% |
1 Year | 6.26% | 6.32% |
3 Year | 6.73% | 6.9% |
5 Year | 5.99% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 3.99% | 6.63% |
3 Year | 2.81% | 6.3% |
5 Year | 2.84% | 6% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 0.39% | 0.37% |
Sharp | -0.18% | 0.39% |
Beta | - | - |
Alpha | - | - |
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 | 31.87 | 32.02 |
Large Cap | 61.72 | 47.22 |
Mid Cap | 5.09 | 17.65 |
Small Cap | 1.32 | 3.11 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 28.99 | 29.86 |
Energy | 9.27 | 6.09 |
Industrials | 4.29 | 6.5 |
Financial Services | 28.82 | 20.95 |
Consumer Defensive | 8.76 | 3.71 |
Basic Materials | 5.87 | 7.33 |
Healthcare | 2.91 | 6.62 |
Consumer Cyclical | 3.24 | 6.21 |
Utilities | 1.41 | 3.1 |
Communication Services | 2.38 | 3.37 |
Real Estate | 0.21 | 1.51 |
Technology | 3.86 | 4.76 |
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