Sundaram Arbitrage Fund Regular Growth vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹222 Cr ₹54941 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 1.01
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 0.58% 0.62%
6 Month 3.33% 3.53%
1 Year 7.33% 8.1%
3 Year 5.78% 6.52%
5 Year 4.4% 5.57%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Kotak Equity Arbitrage Fund - Growth
6 Month - -
1 Year 6.84% 7.35%
3 Year 6.63% 7.25%
5 Year 5.45% 6.32%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Kotak Equity Arbitrage Fund - Growth
Standard Deviation 0.78% 0.7%
Sharp -1.86% -0.75%
Beta 0.95% 0.83%
Alpha -0.83% -0.12%

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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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