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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) | ₹316 Cr | ₹39217 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 | 0.47% | 0.46% |
| 6 Month | 2.6% | 2.82% |
| 1 Year | 6.15% | 6.53% |
| 3 Year | 6.66% | 7.15% |
| 5 Year | 5.02% | 5.85% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.36% | 1.47% |
| 1 Year | 5.88% | 6.34% |
| 3 Year | 6.58% | 7.01% |
| 5 Year | 6.01% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 4.04% | 6.55% |
| 3 Year | 2.83% | 6.19% |
| 5 Year | 2.89% | 6.91% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.41% | 0.40% |
| Sharp | -0.33% | 1.04% |
| 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 | 31.42 | 30.48 |
| Large Cap | 58.79 | 50.38 |
| Mid Cap | 7.22 | 16.4 |
| Small Cap | 2.58 | 2.74 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 27.46 | 29.12 |
| Energy | 10.28 | 5.44 |
| Industrials | 6.4 | 6.28 |
| Financial Services | 31.75 | 25.87 |
| Consumer Defensive | 7.56 | 4.22 |
| Basic Materials | 4.77 | 6.25 |
| Healthcare | 2.44 | 3.86 |
| Consumer Cyclical | 2.78 | 6.26 |
| Utilities | 0.3 | 2.59 |
| Communication Services | 2.77 | 3.12 |
| Real Estate | 0.26 | 1.42 |
| Technology | 3.23 | 5.56 |
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