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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) ₹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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