Sundaram Arbitrage Fund Regular Growth vs Kotak Equity Arbitrage Fund compare

Overview

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Fund	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Low
Asset Size (Cr)	₹113 Cr	₹53322 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	21 Apr 2016	29 Sep 2005
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	%	1777.06%
Expense Ratio	0.87	1.01
Manager	Dwijendra Srivastava	Hiten Shah
ISIN Code	INF173K01NB6	INF174K01302
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365	Exit load of 0.25% if redeemed within 30 days/365

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
1 Month	0.57%	0.73%
6 Month	3.5%	3.82%
1 Year	7.09%	7.81%
3 Year	5.61%	6.43%
5 Year	4.31%	5.53%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
6 Month	-	-
1 Year	6.92%	7.52%
3 Year	6.55%	7.21%
5 Year	5.36%	6.26%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
1 Year	3.76%	6.96%
3 Year	2.75%	6.53%
5 Year	2.54%	7.24%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Standard Deviation	0.78%	0.7%
Sharp	-1.86%	-0.6%
Beta	0.95%	0.85%
Alpha	-0.83%	0.01%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Name	Dwijendra Srivastava	Hiten Shah
Total AUM	₹14140 Cr	₹54601 Cr
Fund Manage	14	4
	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Others	22.87	22.32
Large Cap	48.28	-0.46
Mid Cap	20.6	-0.15
Small Cap	4.39	0.01

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
Others	22.87	22.32
Petroleum Products	7.22	-0.03
Cement & Cement Products	11.45	-0.04
Construction	1.34	-0.01
Diversified FMCG	0.46	-0.02
Banks	10.11	-0.09
Pharmaceuticals & Biotechnology	3.84	-0.04
Telecom - Services	22.71	0
Diversified Metals	3.41	0
Realty	5.93	-0.01
IT - Software	2.09	-0.02
Finance	4.71	-0.01
Gas	-	-0.01
Electrical Equipment	-	-0.01
Industrial Products	-	-0.01
Personal Products	-	0
Ferrous Metals	-	-0.01
Consumer Durables	-	-0.04
Capital Markets	-	-0.02
Non - Ferrous Metals	-	-0.01
Agricultural, Commercial & Construction Vehicles	-	0
Chemicals & Petrochemicals	-	-0.01
Leisure Services	-	0
Automobiles	-	-0.07
Aerospace & Defense	-	-0.01
Fertilizers & Agrochemicals	-	-0.01
Transport Services	-	-1.1102230246252E-16
Healthcare Services	-	-0.01
Agricultural Food & other Products	-	0
Insurance	-	-0.02
Oil	-	-0.01
Food Products	-	-0.01
Power	-	-0.03
Auto Components	-	-0.01
Metals & Minerals Trading	-	-0.01
Consumable Fuels	-	0
Minerals & Mining	-	-0.01
Retailing	-	0
Beverages	-	-0.01
Transport Infrastructure	-	0
Textiles & Apparels	-	0