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Sundaram Arbitrage Fund Regular Growth vs Axis Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low Risk | Low Risk |
| Asset Size (Cr) | ₹216 Cr | ₹5848 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 64.15% |
| Expense Ratio | 1 | 0.99 |
| Manager | Dwijendra Srivastava | Devang Shah |
| ISIN Code | INF173K01NB6 | INF846K01QC8 |
| 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 | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.63% | 0.6% |
| 6 Month | 3.33% | 3.41% |
| 1 Year | 7.03% | 7.22% |
| 3 Year | 6.08% | 6.3% |
| 5 Year | 4.46% | 5.31% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.84% | 6.93% |
| 3 Year | 6.75% | 6.96% |
| 5 Year | 5.63% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 3.83% | - |
| 3 Year | 2.77% | - |
| 5 Year | 2.63% | - |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.659% | 0.609% |
| Sharp | -0.79% | -0.289% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Devang Shah |
| Total AUM | ₹14140 Cr | ₹60014 Cr |
| Fund Manage | 14 | 15 |
| Sundaram Arbitrage Fund Regular Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | -43.4 | -41.16 |
| Large Cap | 62.99 | 47.17 |
| Mid Cap | 8.12 | 18.9 |
| Small Cap | 0.07 | 4.29 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | -43.4 | -41.16 |
| Petroleum Products | 8.78 | 5.19 |
| Cement & Cement Products | 3.96 | 1.98 |
| Construction | 2.97 | 1.66 |
| Banks | 20.84 | 13.77 |
| Non - Ferrous Metals | 2.12 | 1.84 |
| Pharmaceuticals & Biotechnology | 2.06 | 2.88 |
| Leisure Services | 1.77 | 0.75 |
| Ferrous Metals | 0.63 | 1.56 |
| Automobiles | 3.57 | 2.74 |
| Telecom - Services | 6.05 | 3.02 |
| Insurance | 0.91 | 0.28 |
| Diversified FMCG | 0.21 | 1.08 |
| Diversified Metals | 1.88 | 1.95 |
| Power | 1.08 | 3.94 |
| Aerospace & Defense | 0.55 | 2.48 |
| Realty | 3.17 | 2.31 |
| Finance | 2.62 | 5.33 |
| Metals & Minerals Trading | 3.39 | - |
| IT - Software | 4.55 | 5.27 |
| Chemicals & Petrochemicals | 0.07 | 1.22 |
| Electrical Equipment | - | 0.48 |
| Industrial Products | - | 1.04 |
| Personal Products | - | 0.32 |
| Capital Markets | - | 1.5 |
| Agricultural, Commercial & Construction Vehicles | - | 0.42 |
| Fertilizers & Agrochemicals | - | 0.81 |
| Transport Services | - | 0.4 |
| Gas | - | 0.02 |
| Consumer Durables | - | 1 |
| Entertainment | - | 0.02 |
| Agricultural Food & other Products | - | 0.37 |
| Food Products | - | 0.15 |
| Auto Components | - | 0.61 |
| Healthcare Services | - | 0.18 |
| Consumable Fuels | - | 0.01 |
| Minerals & Mining | - | 0.72 |
| Retailing | - | 0.84 |
| Beverages | - | 0.1 |
| Transport Infrastructure | - | 2.12 |
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