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 HDFC Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Arbitrage Fund Regular Growth

Invest Now

tortoise-icon HDFC Arbitrage Fund - Wholesale 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 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 0.56% 0.68%
6 Month 3.4% 3.66%
1 Year 6.97% 7.38%
3 Year 6.29% 6.68%
5 Year 4.48% 5.39%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month 1.98% 2.09%
1 Year 6.89% 7.3%
3 Year 6.85% 7.3%
5 Year 5.77% 6.34%

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 - -

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 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

Top Comparisons

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.69%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.71%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.72%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.72%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.18%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns6.19%

Compare Now

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns6.19%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns6.1%

Compare Now
Add to Cart Successfully