Sundaram Arbitrage Fund Regular Growth vs Aditya Birla Sun Life Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Arbitrage Fund Regular Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 to Moderate Low
Asset Size (Cr) ₹113 Cr ₹12045 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
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 0.87 1.03
Manager Dwijendra Srivastava Pranav Gupta
ISIN Code INF173K01NB6 INF209K01264
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Month 0.61% 0.57%
6 Month 3.41% 3.56%
1 Year 7.25% 7.56%
3 Year 5.25% 5.77%
5 Year 4.17% 5.2%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.43% 3.64%
3 Year 9.46% 10.13%
5 Year 13.07% 15.11%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Year 3.72% 4.61%
3 Year 10.14% 11.88%
5 Year 13.27% 15.3%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.78% 0.66%
Sharp -1.86% -1.41%
Beta 0.95% 0.83%
Alpha -0.83% -0.41%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 22.87 -45.43
Large Cap 48.28 35.12
Mid Cap 20.6 7.88
Small Cap 4.39 2.28

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Others 22.87 -
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 -0.01
Diversified FMCG 0.46 -
Banks 10.11 -
Pharmaceuticals & Biotechnology 3.84 -
Telecom - Services 22.71 -
Diversified Metals 3.41 -
Realty 5.93 -
IT - Software 2.09 -
Finance 4.71 -
Materials - 0.03
Chemicals - 0
Consumer Staples - 0
Automobile - -0.0099999999999997
Financial - -0.080000000000001
Capital Goods - -0.02
Healthcare - 0.01
Energy - -0.049999999999999
Diversified - 0
Metals & Mining - -0.06
Services - 0.05
Technology - -0.0099999999999999

Top Comparisons

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns6.34%

VS

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.53%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns0%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns9.75%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns15.2%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns14.08%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns5.92%

VS

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns5.94%

Compare Now
Request call back
Add to Cart Successfully