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 Risk | Low Risk |
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 | 0.63% | 0.63% |
6 Month | 3.33% | 3.56% |
1 Year | 7.03% | 7.46% |
3 Year | 6.08% | 6.69% |
5 Year | 4.46% | 5.63% |
SIP Return Analysis
Scheme Name | Sundaram Arbitrage Fund Regular Growth | Kotak Equity Arbitrage Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.84% | 7.23% |
3 Year | 6.75% | 7.33% |
5 Year | 5.63% | 6.43% |
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 | 0.659% | 0.624% |
Sharp | -0.79% | 0.481% |
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 |
Fund Manage | 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 | -43.4 | 21.54 |
Large Cap | 62.99 | -0.32 |
Mid Cap | 8.12 | -0.13 |
Small Cap | 0.07 | -0.01 |
Sector Allocation
Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Kotak Equity Arbitrage Fund - Growth |
---|---|---|
Others | -43.4 | 21.47 |
Petroleum Products | 8.78 | -0.03 |
Cement & Cement Products | 3.96 | -0.01 |
Construction | 2.97 | -0.01 |
Banks | 20.84 | -0.11 |
Non - Ferrous Metals | 2.12 | 0 |
Pharmaceuticals & Biotechnology | 2.06 | -0.02 |
Leisure Services | 1.77 | -0.01 |
Ferrous Metals | 0.63 | 0 |
Automobiles | 3.57 | -0.03 |
Telecom - Services | 6.05 | -0.03 |
Insurance | 0.91 | -0.02 |
Diversified FMCG | 0.21 | 0.01 |
Diversified Metals | 1.88 | 0 |
Power | 1.08 | -0.01 |
Aerospace & Defense | 0.55 | -0.02 |
Realty | 3.17 | -0.01 |
Finance | 2.62 | 0 |
Metals & Minerals Trading | 3.39 | 0 |
IT - Software | 4.55 | -0.01 |
Chemicals & Petrochemicals | 0.07 | -0.01 |
Gas | - | 0 |
Electrical Equipment | - | -0.02 |
Industrial Products | - | -0.01 |
IT - Services | - | 0 |
Personal Products | - | 0 |
Consumer Durables | - | -0.01 |
Capital Markets | - | -0.02 |
Agricultural, Commercial & Construction Vehicles | - | 0 |
Fertilizers & Agrochemicals | - | 0 |
Pharmaceuticals and Biotechnology | - | 0.07 |
Transport Services | - | 0 |
Entertainment | - | 0 |
Agricultural Food & other Products | - | 0 |
Oil | - | 0 |
Food Products | - | -0.01 |
Auto Components | - | -0.01 |
Healthcare Services | - | -0.01 |
Consumable Fuels | - | 0 |
Minerals & Mining | - | -0.01 |
Retailing | - | -0.02 |
Beverages | - | 0 |
Transport Infrastructure | - | -0.02 |
Textiles & Apparels | - | 0 |
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