Sundaram Arbitrage Fund Regular Growth vs HDFC Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Fund | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Very High |
| Asset Size (Cr) | ₹222 Cr | ₹16606 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Apr 2016 | 23 Oct 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 266.28% |
| Expense Ratio | 1 | 0.93 |
| Manager | Dwijendra Srivastava | Anil Bamboli |
| ISIN Code | INF173K01NB6 | INF179K01343 |
| 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 | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Month | 0.58% | 0.64% |
| 6 Month | 3.33% | 3.55% |
| 1 Year | 7.33% | 7.94% |
| 3 Year | 5.78% | 6.29% |
| 5 Year | 4.4% | 5.24% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.84% | 7.3% |
| 3 Year | 6.63% | 7.09% |
| 5 Year | 5.45% | 6.09% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 3.76% | 6.56% |
| 3 Year | 2.75% | 6.43% |
| 5 Year | 2.54% | 6.78% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.78% | 0.69% |
| Sharp | -1.86% | -1.29% |
| Beta | 0.95% | 0.87% |
| Alpha | -0.83% | -0.33% |
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| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Anil Bamboli |
| Total AUM | ₹14140 Cr | ₹135442 Cr |
| Fund Manage | 14 | 12 |
| Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | -43.4 | 4.79 |
| Large Cap | 62.99 | 46.05 |
| Mid Cap | 8.12 | 9.03 |
| Small Cap | 0.07 | 2.21 |
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | -43.4 | 3.02 |
| Petroleum Products | 8.78 | - |
| Cement & Cement Products | 3.96 | - |
| Construction | 2.97 | 2.99 |
| Banks | 20.84 | - |
| Non - Ferrous Metals | 2.12 | - |
| Pharmaceuticals & Biotechnology | 2.06 | - |
| Leisure Services | 1.77 | - |
| Ferrous Metals | 0.63 | - |
| Automobiles | 3.57 | - |
| Telecom - Services | 6.05 | - |
| Insurance | 0.91 | - |
| Diversified FMCG | 0.21 | - |
| Diversified Metals | 1.88 | - |
| Power | 1.08 | - |
| Aerospace & Defense | 0.55 | - |
| Realty | 3.17 | - |
| Finance | 2.62 | - |
| Metals & Minerals Trading | 3.39 | - |
| IT - Software | 4.55 | - |
| Chemicals & Petrochemicals | 0.07 | - |
| Energy | - | 12.3 |
| Technology | - | 0.61 |
| Materials | - | 2.45 |
| Consumer Staples | - | 3.7 |
| Metals & Mining | - | 6.73 |
| Financial | - | 20.22 |
| Automobile | - | 0.59 |
| Healthcare | - | 3.07 |
| Services | - | 2.46 |
| Chemicals | - | 1.34 |
| Capital Goods | - | 1.52 |
| Communication | - | 0.83 |
| Consumer Discretionary | - | 0.08 |
| Diversified | - | 0.17 |
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