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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 | 0.66% | 0.63% |
| 6 Month | 3.47% | 3.61% |
| 1 Year | 7.11% | 7.32% |
| 3 Year | 6.4% | 6.88% |
| 5 Year | 4.56% | 5.49% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.83% | 1.95% |
| 1 Year | 7.1% | 7.49% |
| 3 Year | 6.97% | 7.44% |
| 5 Year | 5.89% | 6.59% |
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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