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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) | ₹331 Cr | ₹39859 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 | 0.52% | 0.51% |
| 6 Month | 2.83% | 3.02% |
| 1 Year | 6.12% | 6.48% |
| 3 Year | 6.75% | 7.25% |
| 5 Year | 5.11% | 5.93% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 6 Month | 1.38% | 1.42% |
| 1 Year | 5.83% | 6.18% |
| 3 Year | 6.52% | 6.92% |
| 5 Year | 6.03% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| 1 Year | 4.08% | 6.56% |
| 3 Year | 2.83% | 6.22% |
| 5 Year | 2.92% | 6.91% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | -0.16% | 1.25% |
| 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 | 27.2 | 25.29 |
| Large Cap | 59.86 | 53.14 |
| Mid Cap | 10.08 | 18.48 |
| Small Cap | 2.86 | 3.1 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
|---|---|---|
| Others | 23.26 | 23.68 |
| Energy | 10.44 | 5.83 |
| Industrials | 7.37 | 7.24 |
| Financial Services | 32.35 | 27.65 |
| Consumer Defensive | 8.04 | 4.95 |
| Basic Materials | 6.51 | 7.07 |
| Healthcare | 2.43 | 3.96 |
| Consumer Cyclical | 4.96 | 5.59 |
| Utilities | 1.51 | 2.8 |
| Communication Services | 2.87 | 3.36 |
| Real Estate | 0.26 | 1.61 |
| Technology | 0 | 6.25 |
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