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 | Low |
| Asset Size (Cr) | ₹222 Cr | ₹18584 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 |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.52% | 0.58% |
| 6 Month | 3.24% | 3.38% |
| 1 Year | 6.92% | 7.49% |
| 3 Year | 5.92% | 6.72% |
| 5 Year | 4.44% | 5.57% |
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.83% | 7.19% |
| 3 Year | 6.69% | 7.23% |
| 5 Year | 5.53% | 6.35% |
| 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% |
| 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 | -43.4 | 29.06 |
| Large Cap | 62.99 | 51.72 |
| Mid Cap | 8.12 | 14.46 |
| Small Cap | 0.07 | 4.76 |
| 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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