Sundaram Arbitrage Fund Regular Growth vs HDFC Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
Overview
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 Risk | Very High Risk |
Asset Size (Cr) | ₹216 Cr | ₹17654 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 | 0.97 |
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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Month | 0.63% | 0.6% |
6 Month | 3.33% | 3.52% |
1 Year | 7.03% | 7.32% |
3 Year | 6.08% | 6.47% |
5 Year | 4.46% | 5.28% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.84% | 7.11% |
3 Year | 6.75% | 7.15% |
5 Year | 5.63% | 6.2% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Year | 3.83% | 6.6% |
3 Year | 2.77% | 6.41% |
5 Year | 2.63% | 6.66% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Standard Deviation | 0.659% | 0.61% |
Sharp | -0.79% | 0.061% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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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