- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹316 Cr | ₹19150 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 | 0.38% | 0.42% |
| 6 Month | 2.57% | 2.72% |
| 1 Year | 6.18% | 6.41% |
| 3 Year | 6.66% | 6.96% |
| 5 Year | 5.02% | 5.61% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.36% | 1.42% |
| 1 Year | 5.88% | 6.16% |
| 3 Year | 6.58% | 6.86% |
| 5 Year | 6.01% | 6.38% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 4.04% | 5.67% |
| 3 Year | 2.83% | 4.95% |
| 5 Year | 2.89% | 5.39% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.39% |
| Sharp | -0.33% | 0.51% |
| 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 | 31.42 | 34.63 |
| Large Cap | 58.79 | 40.57 |
| Mid Cap | 7.22 | 20.91 |
| Small Cap | 2.58 | 3.89 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.46 | 32.16 |
| Energy | 10.28 | 6.12 |
| Industrials | 6.4 | 4.84 |
| Financial Services | 31.75 | 23.2 |
| Consumer Defensive | 7.56 | 5.38 |
| Basic Materials | 4.77 | 6.37 |
| Healthcare | 2.44 | 3.61 |
| Consumer Cyclical | 2.78 | 6.05 |
| Utilities | 0.3 | 3.71 |
| Communication Services | 2.77 | 3.2 |
| Real Estate | 0.26 | 2.18 |
| Technology | 3.23 | 3.18 |
Top Comparisons
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns31.81%
SBI Gold Fund Regular Plan - Growth
3Y Returns32.03%
DSP Multicap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns25.95%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns23.77%
