Sundaram Arbitrage Fund Regular Growth vs HDFC Arbitrage Fund compare

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 to Moderate	Low
Asset Size (Cr)	₹113 Cr	₹13061 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	21 Apr 2016	10 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	0.87	0.93
Manager	Dwijendra Srivastava	Anil Bamboli
ISIN Code	INF173K01NB6	INF179K01343
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365	Exit load of 0.25% if redeemed within 1 month/365

Scheme Name	Sundaram Arbitrage Fund Regular Growth	HDFC Arbitrage Fund - Wholesale Growth Option
1 Month	0.79%	0.84%
6 Month	3.53%	3.73%
1 Year	7.3%	7.81%
3 Year	5.67%	6.2%
5 Year	4.34%	5.21%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	HDFC Arbitrage Fund - Wholesale Growth Option
6 Month	-	-
1 Year	6.92%	7.4%
3 Year	6.55%	7.02%
5 Year	5.36%	6.01%

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%

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	22.87	4.79
Large Cap	48.28	46.05
Mid Cap	20.6	9.03
Small Cap	4.39	2.21

Scheme Name	Sundaram Arbitrage Fund Regular Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Others	22.87	3.02
Petroleum Products	7.22	-
Cement & Cement Products	11.45	-
Construction	1.34	2.99
Diversified FMCG	0.46	-
Banks	10.11	-
Pharmaceuticals & Biotechnology	3.84	-
Telecom - Services	22.71	-
Diversified Metals	3.41	-
Realty	5.93	-
IT - Software	2.09	-
Finance	4.71	-
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