Sundaram Arbitrage Fund Regular Growth vs HSBC Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low Risk | Low Risk |
Asset Size (Cr) | ₹216 Cr | ₹2225 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Apr 2016 | 30 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 299% |
Expense Ratio | 1 | 0.93 |
Manager | Dwijendra Srivastava | Mahesh A Chhabria |
ISIN Code | INF173K01NB6 | INF917K01QL8 |
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 | HSBC Arbitrage Fund - 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 | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.63% | 0.58% |
6 Month | 3.33% | 3.34% |
1 Year | 7.03% | 6.99% |
3 Year | 6.08% | 6.22% |
5 Year | 4.46% | 5.35% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.84% | 6.8% |
3 Year | 6.75% | 6.89% |
5 Year | 5.63% | 6.02% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 3.83% | 6.1% |
3 Year | 2.77% | 5.68% |
5 Year | 2.63% | 5.27% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.659% | 0.613% |
Sharp | -0.79% | -0.448% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Dwijendra Srivastava | Mahesh A Chhabria |
Total AUM | ₹14140 Cr | ₹15021 Cr |
Fund Manage | 14 | 9 |
Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | -43.4 | 100.54 |
Large Cap | 62.99 | 45.39 |
Mid Cap | 8.12 | 20.61 |
Small Cap | 0.07 | 11.66 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | -43.4 | 100.54 |
Petroleum Products | 8.78 | 5.76 |
Cement & Cement Products | 3.96 | 1.23 |
Construction | 2.97 | 0.38 |
Banks | 20.84 | 27.65 |
Non - Ferrous Metals | 2.12 | 0.05 |
Pharmaceuticals & Biotechnology | 2.06 | 5.14 |
Leisure Services | 1.77 | - |
Ferrous Metals | 0.63 | 2.47 |
Automobiles | 3.57 | 3.16 |
Telecom - Services | 6.05 | 1.55 |
Insurance | 0.91 | 0.8 |
Diversified FMCG | 0.21 | - |
Diversified Metals | 1.88 | 2.48 |
Power | 1.08 | 3.58 |
Aerospace & Defense | 0.55 | 1.35 |
Realty | 3.17 | 1.28 |
Finance | 2.62 | 4.75 |
Metals & Minerals Trading | 3.39 | - |
IT - Software | 4.55 | 0.65 |
Chemicals & Petrochemicals | 0.07 | 1.88 |
Gas | - | 0.41 |
Electrical Equipment | - | 2.16 |
Industrial Products | - | 0.32 |
IT - Services | - | 0.04 |
Consumer Durables | - | 3.18 |
Capital Markets | - | 1.94 |
Healthcare Services | - | 0.39 |
Fertilizers & Agrochemicals | - | 0.42 |
Transport Services | - | 0.44 |
Entertainment | - | 0.07 |
Agricultural Food & other Products | - | 0.05 |
Oil | - | 0.17 |
Personal Products | - | 0.01 |
Auto Components | - | 1.29 |
Financial Technology (Fintech) | - | 0.03 |
Consumable Fuels | - | 0.2 |
Minerals & Mining | - | 0.72 |
Retailing | - | 1.66 |
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