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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) | ₹305 Cr | ₹18596 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 | 0.3% | 0.28% |
| 6 Month | 2.91% | 3.11% |
| 1 Year | 6.24% | 6.52% |
| 3 Year | 6.62% | 6.93% |
| 5 Year | 4.98% | 5.61% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.31% | 1.38% |
| 1 Year | 5.96% | 6.27% |
| 3 Year | 6.63% | 6.94% |
| 5 Year | 5.98% | 6.37% |
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 | 0.40% | 0.38% |
| Sharp | -0.22% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.87 | 39.01 |
| Large Cap | 61.72 | 41.73 |
| Mid Cap | 5.09 | 16.34 |
| Small Cap | 1.32 | 2.92 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 28.99 | 35.67 |
| Energy | 9.27 | 4.76 |
| Industrials | 4.29 | 6.04 |
| Financial Services | 28.82 | 17.49 |
| Consumer Defensive | 8.76 | 5.24 |
| Basic Materials | 5.87 | 5.06 |
| Healthcare | 2.91 | 4.82 |
| Consumer Cyclical | 3.24 | 6.51 |
| Utilities | 1.41 | 3.85 |
| Communication Services | 2.38 | 2.78 |
| Real Estate | 0.21 | 1.66 |
| Technology | 3.86 | 6.11 |
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