Sundaram Arbitrage Fund Regular Growth vs Kotak Equity Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Kotak Equity Arbitrage Fund - Growth
Chart Comparison
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 | Low |
Asset Size (Cr) | ₹216 Cr | ₹57567 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 | 1 | 1.04 |
Manager | Dwijendra Srivastava | Hiten Shah |
ISIN Code | INF173K01NB6 | INF174K01302 |
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 | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
1 Month | 0.77% | 0.84% |
6 Month | 3.48% | 3.75% |
1 Year | 7.05% | 7.46% |
3 Year | 6.35% | 6.93% |
5 Year | 4.49% | 5.66% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
6 Month | 1.77% | 1.88% |
1 Year | 7.03% | 7.46% |
3 Year | 6.93% | 7.51% |
5 Year | 5.83% | 6.61% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
1 Year | 3.83% | 7.01% |
3 Year | 2.77% | 6.53% |
5 Year | 2.63% | 7.23% |
Risk Management
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
Standard Deviation | 0.646% | 0.623% |
Sharp | -0.806% | 0.336% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
Name | Dwijendra Srivastava | Hiten Shah |
Total AUM | ₹14140 Cr | ₹54601 Cr |
Funds Managed | 14 | 4 |
Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
Market Cap
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Equity Arbitrage Fund - Growth |
---|---|---|
Others | 27.45 | 102.06 |
Large Cap | 65.22 | 57.67 |
Mid Cap | 7.27 | 12.58 |
Small Cap | 0.06 | 2.4 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Equity Arbitrage Fund - Growth |
---|---|---|
Others | 27.45 | 101.55 |
Energy | 12.19 | 8.75 |
Industrials | 3.68 | 5.82 |
Financial Services | 19.44 | 22.78 |
Basic Materials | 6.58 | 7.66 |
Healthcare | 4.27 | 2.62 |
Consumer Cyclical | 7.68 | 7.68 |
Communication Services | 6.31 | 3.7 |
Consumer Defensive | 4.75 | 3.85 |
Utilities | 1.46 | 4.11 |
Real Estate | 2.96 | 1.11 |
Technology | 3.24 | 5.07 |
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