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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) | ₹277 Cr | ₹39824 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 | 0.44% | 0.46% |
| 6 Month | 2.99% | 3.28% |
| 1 Year | 6.41% | 6.85% |
| 3 Year | 6.64% | 7.14% |
| 5 Year | 4.94% | 5.8% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.48% | 1.63% |
| 1 Year | 6.36% | 6.85% |
| 3 Year | 6.76% | 7.22% |
| 5 Year | 6% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 3.99% | 6.52% |
| 3 Year | 2.81% | 6.17% |
| 5 Year | 2.84% | 6.93% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | -0.18% | 1.30% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.87 | 32.34 |
| Large Cap | 61.72 | 49.76 |
| Mid Cap | 5.09 | 15.17 |
| Small Cap | 1.32 | 2.74 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 28.99 | 30.85 |
| Energy | 9.27 | 4.69 |
| Industrials | 4.29 | 5.61 |
| Financial Services | 28.82 | 26.08 |
| Consumer Defensive | 8.76 | 4.31 |
| Basic Materials | 5.87 | 6.49 |
| Healthcare | 2.91 | 4.2 |
| Consumer Cyclical | 3.24 | 5.05 |
| Utilities | 1.41 | 3.11 |
| Communication Services | 2.38 | 2.13 |
| Real Estate | 0.21 | 1.28 |
| Technology | 3.86 | 6.2 |
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