Sundaram Arbitrage Fund Regular Growth vs BANDHAN Arbitrage Fund compare

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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	BANDHAN Arbitrage Fund - Regular Plan - Growth
1 Month	0.52%	0.57%
6 Month	3.24%	3.34%
1 Year	6.92%	7.39%
3 Year	5.92%	6.28%
5 Year	4.44%	5.23%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	BANDHAN Arbitrage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.83%	7.09%
3 Year	6.69%	7.02%
5 Year	5.53%	6.06%

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%

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%

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

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

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