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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) | ₹335 Cr | ₹20154 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 | 0.43% | 0.51% |
| 6 Month | 2.72% | 2.88% |
| 1 Year | 6.11% | 6.36% |
| 3 Year | 6.69% | 6.98% |
| 5 Year | 5.18% | 5.75% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.36% | 1.41% |
| 1 Year | 5.69% | 5.96% |
| 3 Year | 6.43% | 6.72% |
| 5 Year | 6.04% | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 4.14% | 5.92% |
| 3 Year | 2.85% | 5.02% |
| 5 Year | 2.95% | 5.41% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.36% |
| Sharp | 0.18% | 0.93% |
| 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 | 27.51 | 25.07 |
| Large Cap | 61.62 | 45.95 |
| Mid Cap | 8.74 | 24.04 |
| Small Cap | 2.13 | 4.94 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 23.63 | 22.31 |
| Energy | 8.73 | 4.45 |
| Industrials | 5.85 | 6.78 |
| Financial Services | 33.32 | 26.66 |
| Consumer Defensive | 6.78 | 6.73 |
| Basic Materials | 10.93 | 9.64 |
| Healthcare | 0.72 | 4.23 |
| Consumer Cyclical | 6.14 | 7.53 |
| Utilities | 1.4 | 2.74 |
| Communication Services | 2.24 | 2.84 |
| Real Estate | 0.25 | 2.8 |
| Technology | - | 3.3 |
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