Sundaram Arbitrage Fund Regular Growth vs BANDHAN Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon BANDHAN Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
Fund Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹222 Cr ₹7740 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Apr 2016 21 Dec 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 402%
Expense Ratio 1 1.1
Manager Dwijendra Srivastava Harshal Joshi
ISIN Code INF173K01NB6 INF194K01649
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 Bandhan 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 BANDHAN Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.6%
6 Month 3.33% 3.47%
1 Year 7.33% 7.77%
3 Year 5.78% 6.2%
5 Year 4.4% 5.19%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 6.84% 7.14%
3 Year 6.63% 6.97%
5 Year 5.45% 6%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
1 Year 3.76% 6.34%
3 Year 2.75% 6.06%
5 Year 2.54% 6.65%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.78% 0.68%
Sharp -1.86% -1.38%
Beta 0.95% 0.86%
Alpha -0.83% -0.38%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
Name Dwijendra Srivastava Harshal Joshi
Total AUM ₹14140 Cr ₹42965 Cr
Fund Manage 14 20
Sundaram Arbitrage Fund Regular Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

BANDHAN Arbitrage Fund - Regular Plan - Growth

Others -43.4 -41.44
Large Cap 62.99 46.97
Mid Cap 8.12 19.44
Small Cap 0.07 4.12

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

BANDHAN Arbitrage Fund - Regular Plan - Growth

Others -43.4 -41.44
Petroleum Products 8.78 3.89
Cement & Cement Products 3.96 1.95
Construction 2.97 0.71
Banks 20.84 9.95
Non - Ferrous Metals 2.12 0.69
Pharmaceuticals & Biotechnology 2.06 3.41
Leisure Services 1.77 1.3
Ferrous Metals 0.63 1.95
Automobiles 3.57 5.26
Telecom - Services 6.05 2.59
Insurance 0.91 0.77
Diversified FMCG 0.21 0.45
Diversified Metals 1.88 1.61
Power 1.08 2.69
Aerospace & Defense 0.55 1.77
Realty 3.17 1.35
Finance 2.62 5.08
Metals & Minerals Trading 3.39 1.53
IT - Software 4.55 4.91
Chemicals & Petrochemicals 0.07 2.05
Electrical Equipment - 1.73
Industrial Products - 0.85
Personal Products - 0.71
Capital Markets - 1.28
Agricultural, Commercial & Construction Vehicles - 0.17
Transport Services - 1.33
Healthcare Services - 0.88
Gas - 0.57
Fertilizers & Agrochemicals - 1.02
Consumer Durables - 2.02
Entertainment - 0.1
Agricultural Food & other Products - 1.34
Food Products - 0.35
Auto Components - 1.35
Consumable Fuels - 0.01
Minerals & Mining - 0.73
Retailing - 1.09
Transport Infrastructure - 0.82
Textiles & Apparels - 0.04
Beverages - 0.23

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