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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 | Low |
| 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 | 0.86% | 0.89% |
| 6 Month | 3.51% | 3.56% |
| 1 Year | 7.05% | 7.01% |
| 3 Year | 6.38% | 6.49% |
| 5 Year | 4.61% | 5.42% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.79% | 1.83% |
| 1 Year | 7% | 7.05% |
| 3 Year | 6.93% | 7.1% |
| 5 Year | 5.86% | 6.2% |
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 | 0.646% | 0.613% |
| Sharp | -0.806% | -0.626% |
| 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 |
| Funds Managed | 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 | 27.45 | 23.85 |
| Large Cap | 65.22 | 49.55 |
| Mid Cap | 7.27 | 16.52 |
| Small Cap | 0.06 | 10.08 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.45 | 23.85 |
| Energy | 12.19 | 5.46 |
| Industrials | 3.68 | 1.82 |
| Financial Services | 19.44 | 39.68 |
| Basic Materials | 6.58 | 8.07 |
| Healthcare | 4.27 | 4.59 |
| Consumer Cyclical | 7.68 | 7.38 |
| Communication Services | 6.31 | 2.2 |
| Consumer Defensive | 4.75 | 1.23 |
| Utilities | 1.46 | 3.77 |
| Real Estate | 2.96 | 0.93 |
| Technology | 3.24 | 1.01 |
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