Sundaram Arbitrage Fund Regular Growth vs Aditya Birla Sun Life Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low Risk | Low Risk |
Asset Size (Cr) | ₹216 Cr | ₹13920 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Apr 2016 | 24 Jul 2009 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 1085% |
Expense Ratio | 1 | 1.01 |
Manager | Dwijendra Srivastava | Pranav Gupta |
ISIN Code | INF173K01NB6 | INF209K01264 |
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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.63% | 0.61% |
6 Month | 3.33% | 3.43% |
1 Year | 7.03% | 7.19% |
3 Year | 6.08% | 6.36% |
5 Year | 4.46% | 5.34% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.84% | 6.97% |
3 Year | 6.75% | 7.02% |
5 Year | 5.63% | 6.13% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 3.83% | 6.36% |
3 Year | 2.77% | 6.11% |
5 Year | 2.63% | 6.49% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.659% | 0.597% |
Sharp | -0.79% | -0.204% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Pranav Gupta |
Total AUM | ₹14140 Cr | ₹10003 Cr |
Fund Manage | 14 | 9 |
Sundaram Arbitrage Fund Regular Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | -43.4 | -44.75 |
Large Cap | 62.99 | 54.19 |
Mid Cap | 8.12 | 16.14 |
Small Cap | 0.07 | 2.01 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | -43.4 | -44.75 |
Petroleum Products | 8.78 | 4.82 |
Cement & Cement Products | 3.96 | 1.37 |
Construction | 2.97 | 1.72 |
Banks | 20.84 | 10.52 |
Non - Ferrous Metals | 2.12 | 0.57 |
Pharmaceuticals & Biotechnology | 2.06 | 3.38 |
Leisure Services | 1.77 | 0.8 |
Ferrous Metals | 0.63 | 1.4 |
Automobiles | 3.57 | 4.89 |
Telecom - Services | 6.05 | 3.63 |
Insurance | 0.91 | 0.61 |
Diversified FMCG | 0.21 | 2.32 |
Diversified Metals | 1.88 | 1.99 |
Power | 1.08 | 2.43 |
Aerospace & Defense | 0.55 | 2.47 |
Realty | 3.17 | 1.97 |
Finance | 2.62 | 4.95 |
Metals & Minerals Trading | 3.39 | 2.18 |
IT - Software | 4.55 | 5.27 |
Chemicals & Petrochemicals | 0.07 | 1.48 |
Electrical Equipment | - | 1.27 |
Industrial Products | - | 0.67 |
Personal Products | - | 0.57 |
Consumer Durables | - | 1.83 |
Capital Markets | - | 0.5 |
Agricultural, Commercial & Construction Vehicles | - | 0.16 |
Fertilizers & Agrochemicals | - | 0.86 |
Transport Services | - | 1.14 |
Gas | - | 0.38 |
Agricultural Food & other Products | - | 0.31 |
Oil | - | 0.81 |
Food Products | - | 0.51 |
Auto Components | - | 0.63 |
Healthcare Services | - | 0.12 |
Consumable Fuels | - | 0.61 |
Minerals & Mining | - | 0.7 |
Retailing | - | 0.52 |
Beverages | - | 0.19 |
Transport Infrastructure | - | 1.79 |
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