Sundaram Arbitrage Fund Regular Growth vs Edelweiss Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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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 Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Fund Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low
Asset Size (Cr) ₹113 Cr ₹11702 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Apr 2016 05 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 370%
Expense Ratio 0.87 1.09
Manager Dwijendra Srivastava Dhawal Dalal
ISIN Code INF173K01NB6 INF754K01EF3
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month 0.61% 0.57%
6 Month 3.41% 3.6%
1 Year 7.25% 7.69%
3 Year 5.25% 5.96%
5 Year 4.17% 5.36%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month - -
1 Year 3.43% 3.73%
3 Year 9.46% 10.39%
5 Year 13.07% 15.54%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 3.72% 4.74%
3 Year 10.14% 12.21%
5 Year 13.27% 15.71%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.78% 0.68%
Sharp -1.86% -1.15%
Beta 0.95% 0.82%
Alpha -0.83% -0.23%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Name Dwijendra Srivastava Dhawal Dalal
Total AUM ₹14140 Cr ₹25974 Cr
Fund Manage 14 12
Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 22.87 -34.62
Large Cap 48.28 25
Mid Cap 20.6 8.23
Small Cap 4.39 3.06

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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 -
Materials - -5.5511151231258E-17
Capital Goods - -0.0099999999999997
Financial - 1.63
Chemicals - 0.03
Consumer Staples - -0.01
Automobile - -8.3266726846887E-17
Services - 0.02
Healthcare - -5.5511151231258E-17
Metals & Mining - -0.02
Energy - -0.02
Technology - -0.01
Consumer Discretionary - 0.06

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