Sundaram Arbitrage Fund Regular Growth vs HSBC Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 to Moderate Low
Asset Size (Cr) ₹113 Cr ₹2419 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 0.87 0.95
Manager Dwijendra Srivastava Mahesh A Chhabria
ISIN Code INF173K01NB6 INF917K01QL8
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

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth HSBC Arbitrage Fund - Regular Growth
1 Month 0.61% 0.56%
6 Month 3.41% 3.46%
1 Year 7.25% 7.47%
3 Year 5.25% 5.64%
5 Year 4.17% 5.23%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 3.43% 3.59%
3 Year 9.46% 9.97%
5 Year 13.07% 14.94%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth HSBC Arbitrage Fund - Regular Growth
1 Year 3.72% 4.62%
3 Year 10.14% 11.73%
5 Year 13.27% 15.09%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.78% 0.68%
Sharp -1.86% -1.55%
Beta 0.95% 0.86%
Alpha -0.83% -0.51%

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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 22.87 3.57
Large Cap 48.28 39.79
Mid Cap 20.6 12.31
Small Cap 4.39 3.44

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

HSBC Arbitrage Fund - Regular Growth

Others 22.87 -1.1
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 0.03
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 - 6.01
Technology - 0.46
Consumer Staples - 4.77
Metals & Mining - 7.72
Financial - 26.45
Healthcare - 1.79
Materials - 0.54
Automobile - 4.22
Chemicals - 1.18
Services - 1.5
Communication - 3.2
Capital Goods - 2.2
Consumer Discretionary - 0.11
Diversified - 0.03

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