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Sundaram Arbitrage Fund Regular Growth vs Invesco India Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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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 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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