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 | Very High |
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 | 0.73% | 0.77% |
6 Month | 3.36% | 3.5% |
1 Year | 6.91% | 7.21% |
3 Year | 6.39% | 6.76% |
5 Year | 4.53% | 5.4% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.79% | 1.87% |
1 Year | 7% | 7.33% |
3 Year | 6.93% | 7.35% |
5 Year | 5.86% | 6.41% |
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 | 0.646% | 0.607% |
Sharp | -0.806% | -0.076% |
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 |
Funds Managed | 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 | 27.45 | 100.84 |
Large Cap | 65.22 | 58.76 |
Mid Cap | 7.27 | 11.1 |
Small Cap | 0.06 | 2.39 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
Others | 27.45 | 100.2 |
Energy | 12.19 | 8.82 |
Industrials | 3.68 | 5.16 |
Financial Services | 19.44 | 24.85 |
Basic Materials | 6.58 | 9.04 |
Healthcare | 4.27 | 2.43 |
Consumer Cyclical | 7.68 | 8.26 |
Communication Services | 6.31 | 2.24 |
Consumer Defensive | 4.75 | 2.16 |
Utilities | 1.46 | 3.49 |
Real Estate | 2.96 | 2.32 |
Technology | 3.24 | 4.11 |
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