Sundaram Arbitrage Fund Regular Growth vs Nippon India Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Nippon India Arbitrage Fund - Growth Plan - Growth Option

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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 Nippon India Arbitrage Fund - Growth Plan - Growth Option
Fund Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹222 Cr ₹15156 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 14 Oct 2010
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 1243%
Expense Ratio 1 1.08
Manager Dwijendra Srivastava Anju Chhajer
ISIN Code INF173K01NB6 INF204K01IY1
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 Nippon India 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 Nippon India Arbitrage Fund - Growth Plan - Growth Option
1 Month 0.59% 0.57%
6 Month 3.26% 3.26%
1 Year 6.95% 7.25%
3 Year 5.93% 6.25%
5 Year 4.44% 5.34%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
6 Month - -
1 Year 6.9% 7.08%
3 Year 6.71% 6.97%
5 Year 5.54% 6.08%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
1 Year 3.76% 6.54%
3 Year 2.75% 6.29%
5 Year 2.54% 6.31%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
Standard Deviation 0.78% 0.65%
Sharp -1.86% -1.41%
Beta 0.95% 0.8%
Alpha -0.83% -0.4%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
Name Dwijendra Srivastava Anju Chhajer
Total AUM ₹14140 Cr ₹71679 Cr
Fund Manage 14 13
Sundaram Arbitrage Fund Regular Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Others -43.4 100.38
Large Cap 62.99 52.9
Mid Cap 8.12 13.97
Small Cap 0.07 3.8

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Others -43.4 100.38
Petroleum Products 8.78 5.15
Cement & Cement Products 3.96 1.25
Construction 2.97 0.85
Banks 20.84 15.48
Non - Ferrous Metals 2.12 2.56
Pharmaceuticals & Biotechnology 2.06 5.68
Leisure Services 1.77 0.68
Ferrous Metals 0.63 1.55
Automobiles 3.57 1.25
Telecom - Services 6.05 2.43
Insurance 0.91 1.21
Diversified FMCG 0.21 2.6
Diversified Metals 1.88 2.76
Power 1.08 1.77
Aerospace & Defense 0.55 4.16
Realty 3.17 0.46
Finance 2.62 4.12
Metals & Minerals Trading 3.39 2.44
IT - Software 4.55 3.43
Chemicals & Petrochemicals 0.07 0.76
Electrical Equipment - 1.06
Industrial Products - 0.33
Personal Products - 0.45
Agricultural, Commercial & Construction Vehicles - 0.08
Fertilizers & Agrochemicals - 0.26
Transport Services - 0.21
Capital Markets - 0.05
Gas - 0.27
Consumer Durables - 1.61
Agricultural Food & other Products - 0.36
Oil - 0.27
Food Products - 0.14
Auto Components - 1.14
Healthcare Services - 0.14
Consumable Fuels - 0.85
Minerals & Mining - 0.06
Retailing - 0.87
Transport Infrastructure - 1.78
Beverages - 0.15

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