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	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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
1 Month	0.52%	0.58%
6 Month	3.24%	3.41%
1 Year	6.92%	7.71%
3 Year	5.92%	6.6%
5 Year	4.44%	5.61%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	Kotak Equity Arbitrage Fund - Growth
6 Month	-	-
1 Year	6.83%	7.33%
3 Year	6.69%	7.3%
5 Year	5.53%	6.38%

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%	-1.11%
Beta	0.95%	0.79%
Alpha	-0.83%	-0.15%

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	-43.4	21.54
Large Cap	62.99	-0.32
Mid Cap	8.12	-0.13
Small Cap	0.07	-0.01

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