Sundaram Arbitrage Fund Regular Growth vs SBI Arbitrage Opportunities Fund compare

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Sundaram Arbitrage Fund Regular Growth

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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹335 Cr	₹41083 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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month	0.55%	0.55%
6 Month	2.74%	2.88%
1 Year	6.11%	6.47%
3 Year	6.68%	7.15%
5 Year	5.2%	6.01%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month	1.42%	1.46%
1 Year	5.74%	6.07%
3 Year	6.44%	6.83%
5 Year	6.07%	6.62%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year	4.15%	6.56%
3 Year	2.85%	6.25%
5 Year	2.96%	6.85%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation	0.78%	0.69%
Sharp	1.98%	2.75%
Beta	0.35%	0.46%
Alpha	0.34%	0.57%

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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	23.62	-51.25
Large Cap	64.48	53.91
Mid Cap	9.75	17.55
Small Cap	2.12	3.4

Scheme Name	Sundaram Arbitrage Fund Regular Growth	SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Others	23.62	-51.25
Petroleum Products	8.73	3.31
Construction	2.4	1.09
Finance	6.23	6.92
Banks	25.3	18.07
Non - Ferrous Metals	3.82	1.44
Leisure Services	1.29	0.45
Pharmaceuticals & Biotechnology	0.72	3.29
Cement & Cement Products	1.9	1.34
Ferrous Metals	0.69	2.51
Automobiles	3.14	2.68
Capital Markets	0.23	0.7
Power	1.39	2.36
Telecom - Services	2.24	3.65
Diversified FMCG	5.64	2.34
Aerospace & Defense	1.54	2.2
Consumer Durables	0.65	1.67
Insurance	1.55	0.55
Agricultural Food & other Products	0.6	0.95
Diversified Metals	4.52	1.12
Food Products	0.55	0.53
Realty	0.25	1.66
Retailing	1.71	1.54
Transport Services	0.29	0.33
Transport Infrastructure	0.97	1.26
Electrical Equipment	-	0.66
IT - Software	-	4.23
Personal Products	-	0.38
Healthcare Services	-	0.94
Auto Components	-	1.1
Gas	-	0.24
IT - Services	-	0.19
Industrial Products	-	0.59
Beverages	-	0.58
Oil	-	0.17
Industrial Manufacturing	-	0.18
Chemicals & Petrochemicals	-	0.66
Financial Technology (Fintech)	-	1.2
Metals & Minerals Trading	-	0.3
Consumable Fuels	-	0.8
Minerals & Mining	-	0.61
Fertilizers & Agrochemicals	-	0.07