- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Arbitrage Fund Regular Growth vs SBI Arbitrage Opportunities Fund compare
Sundaram Arbitrage Fund Regular Growth
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹299 Cr | ₹33759 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 03 Nov 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 252% |
| Expense Ratio | 1 | 0.94 |
| Manager | Dwijendra Srivastava | R Arun |
| ISIN Code | INF173K01NB6 | INF200K01156 |
| 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 | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Month | 0.55% | 0.62% |
| 6 Month | 3.31% | 3.49% |
| 1 Year | 6.69% | 7% |
| 3 Year | 6.55% | 7.09% |
| 5 Year | 4.81% | 5.67% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.6% | 1.72% |
| 1 Year | 6.65% | 7.07% |
| 3 Year | 6.86% | 7.31% |
| 5 Year | 5.96% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 3.92% | 6.5% |
| 3 Year | 2.8% | 6.15% |
| 5 Year | 2.74% | 6.96% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.55% | 0.53% |
| Sharp | -0.62% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Name | Dwijendra Srivastava | R Arun |
| Total AUM | ₹14140 Cr | ₹207055 Cr |
| Funds Managed | 14 | 8 |
| Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 31.95 | 35.58 |
| Large Cap | 64.01 | 49.33 |
| Mid Cap | 3.41 | 12.57 |
| Small Cap | 0.63 | 2.51 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 31.95 | 34.25 |
| Energy | 11.65 | 3.81 |
| Technology | 4.75 | 5.18 |
| Industrials | 2.3 | 6.44 |
| Financial Services | 23.31 | 24.38 |
| Consumer Defensive | 8.17 | 5.17 |
| Basic Materials | 5.17 | 5.44 |
| Healthcare | 3.15 | 3.2 |
| Consumer Cyclical | 3.14 | 5.61 |
| Communication Services | 5.08 | 1.95 |
| Utilities | 1.13 | 3.46 |
| Real Estate | 0.2 | 1.12 |
Top Comparisons
HDFC Corporate Bond Fund - Growth Option
3Y Returns8.09%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.45%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.88%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.33%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns30.85%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns23.45%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns29.35%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns22.45%
