Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Arbitrage Fund Regular Growth vs Edelweiss Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Arbitrage Fund Regular Growth

Invest Now

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

Invest Now

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 Low
Asset Size (Cr) ₹216 Cr ₹12906 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Apr 2016 27 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 1 1.05
Manager Dwijendra Srivastava Dhawal Dalal
ISIN Code INF173K01NB6 INF754K01EF3
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 Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month 0.86% 0.9%
6 Month 3.51% 3.72%
1 Year 7.05% 7.27%
3 Year 6.38% 6.75%
5 Year 4.61% 5.56%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month 1.79% 1.88%
1 Year 7% 7.33%
3 Year 6.93% 7.35%
5 Year 5.86% 6.46%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 3.83% 6.19%
3 Year 2.77% 5.83%
5 Year 2.63% 5.37%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.646% 0.607%
Sharp -0.806% 0.16%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 27.45 103.13
Large Cap 65.22 49.6
Mid Cap 7.27 15.88
Small Cap 0.06 4.67

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 27.45 102.49
Energy 12.19 7.16
Industrials 3.68 6.73
Financial Services 19.44 22.68
Basic Materials 6.58 9.92
Healthcare 4.27 3.08
Consumer Cyclical 7.68 7.6
Communication Services 6.31 3.33
Consumer Defensive 4.75 1.93
Utilities 1.46 3.06
Real Estate 2.96 0.52
Technology 3.24 4.79

Top Comparisons

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns11.28%

VS

HSBC Income Plus Arbitrage Active FOF - Growth HSBC Income Plus Arbitrage Active FOF - Growth

3Y Returns6.85%

Compare Now

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns-0.14%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns6.59%

Compare Now

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns21.36%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns13.8%

Compare Now

DSP Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

3Y Returns13.73%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns20.48%

Compare Now
Add to Cart Successfully