Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Arbitrage Fund Regular Growth

Invest Now

tortoise-icon Invesco India Arbitrage Fund - 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 Invesco India Arbitrage Fund - Growth Option
Fund Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low
Asset Size (Cr) ₹113 Cr ₹16336 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 30 Apr 2007
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 2126%
Expense Ratio 0.87 1.06
Manager Dwijendra Srivastava Deepak Gupta
ISIN Code INF173K01NB6 INF205K01122
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.50% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option
1 Month 0.79% 0.81%
6 Month 3.53% 3.73%
1 Year 7.3% 7.77%
3 Year 5.67% 6.59%
5 Year 4.34% 5.5%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option
6 Month - -
1 Year 6.92% 7.35%
3 Year 6.55% 7.18%
5 Year 5.36% 6.24%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option
1 Year 3.76% 6.39%
3 Year 2.75% 6.07%
5 Year 2.54% 6.86%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option
Standard Deviation 0.78% 0.66%
Sharp -1.86% -0.86%
Beta 0.95% 0.79%
Alpha -0.83% -0.03%

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 Invesco India Arbitrage Fund - Growth Option
Name Dwijendra Srivastava Deepak Gupta
Total AUM ₹14140 Cr ₹12015 Cr
Fund Manage 14 2
Sundaram Arbitrage Fund Regular Growth Invesco India Arbitrage Fund - Growth Option

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Invesco India Arbitrage Fund - Growth Option

Others 22.87 -42.19
Large Cap 48.28 34.55
Mid Cap 20.6 5.64
Small Cap 4.39 1.74

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Invesco India Arbitrage Fund - Growth Option

Others 22.87 -
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 0
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 -
Automobile - -7.0776717819854E-16
Financial - -0.13
Capital Goods - -0.02
Consumer Staples - -0.019999999999999
Chemicals - -2.7755575615629E-17
Metals & Mining - -0.04
Energy - -0.04
Healthcare - -0.01
Consumer Discretionary - 0
Services - 0
Diversified - 0
Materials - -2.2204460492503E-16
Technology - 0

Top Comparisons

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.29%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.03%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns5.61%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns5.73%

Compare Now

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns12.16%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns12.81%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.12%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.08%

Compare Now
Request call back
Add to Cart Successfully