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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 | Low |
| 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 | 0.77% | 0.8% |
| 6 Month | 3.48% | 3.66% |
| 1 Year | 7.05% | 7.35% |
| 3 Year | 6.35% | 6.96% |
| 5 Year | 4.49% | 5.61% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.77% | 1.83% |
| 1 Year | 7.03% | 7.32% |
| 3 Year | 6.93% | 7.39% |
| 5 Year | 5.83% | 6.57% |
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 | 0.646% | 0.542% |
| Sharp | -0.806% | 0.577% |
| 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 |
| Funds Managed | 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 | 27.45 | 100.68 |
| Large Cap | 65.22 | 49.89 |
| Mid Cap | 7.27 | 16.65 |
| Small Cap | 0.06 | 5.37 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 27.45 | 100.25 |
| Energy | 12.19 | 7.7 |
| Industrials | 3.68 | 8.9 |
| Financial Services | 19.44 | 26.72 |
| Basic Materials | 6.58 | 6.31 |
| Healthcare | 4.27 | 3.41 |
| Consumer Cyclical | 7.68 | 6.51 |
| Communication Services | 6.31 | 2.29 |
| Consumer Defensive | 4.75 | 2.96 |
| Utilities | 1.46 | 2.86 |
| Real Estate | 2.96 | 0.86 |
| Technology | 3.24 | 3.82 |
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