Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
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 Risk | Low Risk |
Asset Size (Cr) | ₹216 Cr | ₹18674 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 | 1 | 1.06 |
Manager | Dwijendra Srivastava | Deepak Gupta |
ISIN Code | INF173K01NB6 | INF205K01122 |
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 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Month | 0.63% | 0.62% |
6 Month | 3.33% | 3.54% |
1 Year | 7.03% | 7.3% |
3 Year | 6.08% | 6.77% |
5 Year | 4.46% | 5.58% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.81% | 7.16% |
3 Year | 6.74% | 7.26% |
5 Year | 5.6% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 3.83% | 6.42% |
3 Year | 2.77% | 6.08% |
5 Year | 2.63% | 6.85% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.659% | 0.541% |
Sharp | -0.79% | 0.748% |
Beta | - | - |
Alpha | - | - |
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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 | -43.4 | 29.06 |
Large Cap | 62.99 | 51.72 |
Mid Cap | 8.12 | 14.46 |
Small Cap | 0.07 | 4.76 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | -43.4 | 29.06 |
Petroleum Products | 8.78 | 7.79 |
Cement & Cement Products | 3.96 | 0.93 |
Construction | 2.97 | 0.4 |
Banks | 20.84 | 10.06 |
Non - Ferrous Metals | 2.12 | 0.83 |
Pharmaceuticals & Biotechnology | 2.06 | 1.88 |
Leisure Services | 1.77 | 0.22 |
Ferrous Metals | 0.63 | 1.51 |
Automobiles | 3.57 | 7.58 |
Telecom - Services | 6.05 | 2.16 |
Insurance | 0.91 | 0.15 |
Diversified FMCG | 0.21 | 0.94 |
Diversified Metals | 1.88 | 0.1 |
Power | 1.08 | 2.9 |
Aerospace & Defense | 0.55 | 2.26 |
Realty | 3.17 | 0.8 |
Finance | 2.62 | 5.81 |
Metals & Minerals Trading | 3.39 | 2.61 |
IT - Software | 4.55 | 5.92 |
Chemicals & Petrochemicals | 0.07 | 1.49 |
Electrical Equipment | - | 1.48 |
Industrial Products | - | 0.83 |
IT - Services | - | 0.01 |
Personal Products | - | 0.87 |
Capital Markets | - | 0.87 |
Agricultural, Commercial & Construction Vehicles | - | 0.02 |
Fertilizers & Agrochemicals | - | 0.7 |
Transport Services | - | 1.15 |
Gas | - | 0.77 |
Consumer Durables | - | 1.15 |
Entertainment | - | 0.24 |
Agricultural Food & other Products | - | 0.46 |
Oil | - | 1.2 |
Food Products | - | 0.34 |
Auto Components | - | 1.1 |
Healthcare Services | - | 0.31 |
Minerals & Mining | - | 0.77 |
Retailing | - | 0.92 |
Transport Infrastructure | - | 1.22 |
Textiles & Apparels | - | 0.03 |
Beverages | - | 0.16 |
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