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) | ₹299 Cr | ₹14511 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 | 0.55% | 0.59% |
6 Month | 3.31% | 3.25% |
1 Year | 6.69% | 6.73% |
3 Year | 6.55% | 6.77% |
5 Year | 4.81% | 5.47% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 1.6% | 1.59% |
1 Year | 6.65% | 6.67% |
3 Year | 6.86% | 7.04% |
5 Year | 5.96% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 3.92% | 6.61% |
3 Year | 2.8% | 6.29% |
5 Year | 2.74% | 6.07% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 0.55% | 0.52% |
Sharp | -0.62% | -0.18% |
Beta | - | - |
Alpha | - | - |
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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 | 31.95 | 29.02 |
Large Cap | 64.01 | 48.99 |
Mid Cap | 3.41 | 16.91 |
Small Cap | 0.63 | 5.07 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 31.95 | 27.8 |
Energy | 11.65 | 6.03 |
Technology | 4.75 | 5.38 |
Industrials | 2.3 | 7.24 |
Financial Services | 23.31 | 22.1 |
Consumer Defensive | 8.17 | 3.46 |
Basic Materials | 5.17 | 7.62 |
Healthcare | 3.15 | 6.27 |
Consumer Cyclical | 3.14 | 5.23 |
Communication Services | 5.08 | 4.49 |
Utilities | 1.13 | 2.75 |
Real Estate | 0.2 | 1.62 |
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