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) | ₹216 Cr | ₹32169 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 | 0.5% | 0.52% |
6 Month | 3.28% | 3.43% |
1 Year | 6.94% | 7.22% |
3 Year | 6.33% | 6.87% |
5 Year | 4.61% | 5.5% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
6 Month | 1.62% | 1.74% |
1 Year | 6.65% | 7.04% |
3 Year | 6.86% | 7.33% |
5 Year | 5.87% | 6.56% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
1 Year | 3.83% | 6.45% |
3 Year | 2.77% | 6.13% |
5 Year | 2.63% | 6.98% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Standard Deviation | 0.646% | 0.607% |
Sharp | -0.806% | 0.218% |
Beta | - | - |
Alpha | - | - |
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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 | 27.45 | 101.84 |
Large Cap | 65.22 | 54.76 |
Mid Cap | 7.27 | 13.45 |
Small Cap | 0.06 | 2.45 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
---|---|---|
Others | 27.45 | 101.49 |
Energy | 12.19 | 7.34 |
Industrials | 3.68 | 6.35 |
Financial Services | 19.44 | 22.14 |
Basic Materials | 6.58 | 6.77 |
Healthcare | 4.27 | 2.72 |
Consumer Cyclical | 7.68 | 8.09 |
Communication Services | 6.31 | 3.91 |
Consumer Defensive | 4.75 | 3.78 |
Utilities | 1.46 | 3.15 |
Real Estate | 2.96 | 1.94 |
Technology | 3.24 | 4.82 |
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