Sundaram Arbitrage Fund Regular Growth vs Axis Arbitrage Fund compare

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 to Moderate	Low
Asset Size (Cr)	₹113 Cr	₹5237 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	21 Apr 2016	20 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	0.87	1.01
Manager	Dwijendra Srivastava	Devang Shah
ISIN Code	INF173K01NB6	INF846K01QC8
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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Month	0.61%	0.57%
6 Month	3.41%	3.65%
1 Year	7.25%	7.61%
3 Year	5.25%	5.86%
5 Year	4.17%	5.19%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	3.43%	3.68%
3 Year	9.46%	10.1%
5 Year	13.07%	15.06%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Year	3.72%	4.59%
3 Year	10.14%	11.86%
5 Year	13.27%	15.25%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.78%	0.66%
Sharp	-1.86%	-1.31%
Beta	0.95%	0.8%
Alpha	-0.83%	-0.34%

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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	22.87	26.31
Large Cap	48.28	38.5
Mid Cap	20.6	7.49
Small Cap	4.39	1.58

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	22.87	72.33
Petroleum Products	7.22	-
Cement & Cement Products	11.45	-
Construction	1.34	0.07
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	-
Automobile	-	-0.01
Financial	-	1.65
Energy	-	-0.050000000000002
Diversified	-	0
Services	-	1.0408340855861E-17
Materials	-	-0.0099999999999998
Consumer Staples	-	0.01
Capital Goods	-	-0.02
Metals & Mining	-	-0.06
Communication	-	-0.01
Chemicals	-	-5.5511151231258E-17
Healthcare	-	-0.02
Consumer Discretionary	-	0