Sundaram Arbitrage Fund Regular Growth vs HDFC Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon HDFC Arbitrage Fund - Wholesale 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 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

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Month 0.52% 0.55%
6 Month 3.24% 3.39%
1 Year 6.92% 7.54%
3 Year 5.92% 6.37%
5 Year 4.44% 5.27%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month - -
1 Year 6.83% 7.28%
3 Year 6.69% 7.14%
5 Year 5.53% 6.15%

Rolling Lumpsum Returns

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%

Risk Management

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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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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