Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
| 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 |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.58% |
| 6 Month | 3.41% | 3.62% |
| 1 Year | 7.25% | 7.66% |
| 3 Year | 5.25% | 6.2% |
| 5 Year | 4.17% | 5.42% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.43% | 3.7% |
| 3 Year | 9.46% | 10.7% |
| 5 Year | 13.07% | 15.93% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 3.72% | 4.82% |
| 3 Year | 10.14% | 12.58% |
| 5 Year | 13.27% | 16.12% |
| 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% |
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| 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 |
| 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 |
| 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 |
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