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Sundaram Arbitrage Fund Regular Growth vs Tata Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹255 Cr | ₹15922 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 487.73% |
| Expense Ratio | 1 | 1.08 |
| Manager | Dwijendra Srivastava | Sailesh Jain |
| ISIN Code | INF173K01NB6 | INF277K015Q7 |
| 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 | Tata Arbitrage Fund - 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.45% | 0.51% |
| 6 Month | 3.16% | 3.31% |
| 1 Year | 6.63% | 6.92% |
| 3 Year | 6.65% | 6.94% |
| 5 Year | 4.91% | 5.59% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.55% | 1.65% |
| 1 Year | 6.52% | 6.82% |
| 3 Year | 6.84% | 7.13% |
| 5 Year | 5.99% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.99% | 5.51% |
| 3 Year | 2.81% | 4.92% |
| 5 Year | 2.84% | 5.38% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.49% |
| Sharp | -0.53% | 0.12% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Sailesh Jain |
| Total AUM | ₹14140 Cr | ₹17041 Cr |
| Funds Managed | 14 | 7 |
| Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 33.46 | 37.85 |
| Large Cap | 62.63 | 42.3 |
| Mid Cap | 3.08 | 15.77 |
| Small Cap | 0.82 | 4.09 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.65 | 33.72 |
| Energy | 10.12 | 5.83 |
| Technology | 2.71 | 3.95 |
| Industrials | 2.7 | 6.21 |
| Financial Services | 26.01 | 18.62 |
| Consumer Defensive | 9.52 | 5.42 |
| Basic Materials | 6.39 | 5.9 |
| Healthcare | 3.69 | 5.61 |
| Consumer Cyclical | 3.61 | 5.81 |
| Utilities | 1.56 | 4 |
| Communication Services | 2.81 | 3.3 |
| Real Estate | 0.24 | 1.62 |
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