Sundaram Arbitrage Fund Regular Growth vs DSP Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon DSP Arbitrage Fund - Regular - 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 DSP Arbitrage Fund - Regular - Growth
Fund Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low
Asset Size (Cr) ₹113 Cr ₹4929 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Apr 2016 05 Jan 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 1209%
Expense Ratio 0.87 1.03
Manager Dwijendra Srivastava Kedar Karnik
ISIN Code INF173K01NB6 INF740KA1DI4
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 30 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
1 Month 0.57% 0.61%
6 Month 3.5% 3.59%
1 Year 7.09% 7.37%
3 Year 5.61% 6.04%
5 Year 4.31% 5.13%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
6 Month - -
1 Year 6.92% 7.18%
3 Year 6.55% 6.87%
5 Year 5.36% 5.89%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
1 Year 3.76% 5.46%
3 Year 2.75% 4.68%
5 Year 2.54% 4.99%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
Standard Deviation 0.78% 0.69%
Sharp -1.86% -1.44%
Beta 0.95% 0.85%
Alpha -0.83% -0.44%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth
Name Dwijendra Srivastava Kedar Karnik
Total AUM ₹14140 Cr ₹32997 Cr
Fund Manage 14 11
Sundaram Arbitrage Fund Regular Growth DSP Arbitrage Fund - Regular - Growth

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

DSP Arbitrage Fund - Regular - Growth

Others 22.87 -42.19
Large Cap 48.28 30.68
Mid Cap 20.6 9.44
Small Cap 4.39 3.65

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

DSP Arbitrage Fund - Regular - Growth

Others 22.87 -
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 0
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 -
Consumer Staples - -0.02
Automobile - -0.01
Technology - -8.673617379884E-18
Chemicals - -0.02
Healthcare - -0.0099999999999998
Capital Goods - -0.01
Financial - 1.8
Services - -0.02
Metals & Mining - -0.06
Consumer Discretionary - 0
Diversified - -0.01
Materials - -0.02
Energy - -0.02
Communication - -0.02

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