Sundaram Arbitrage Fund Regular Growth vs SBI Arbitrage Opportunities Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Fund Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹222 Cr ₹31883 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 03 Nov 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 252%
Expense Ratio 1 0.95
Manager Dwijendra Srivastava R Arun
ISIN Code INF173K01NB6 INF200K01156
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 SBI Arbitrage Opportunities Fund - Regular Plan - 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 SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month 0.58% 0.6%
6 Month 3.33% 3.47%
1 Year 7.33% 7.8%
3 Year 5.78% 6.47%
5 Year 4.4% 5.37%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month - -
1 Year 6.78% 7.1%
3 Year 6.58% 7.1%
5 Year 5.42% 6.19%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year 3.76% 6.42%
3 Year 2.75% 6.12%
5 Year 2.54% 7%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Standard Deviation 0.78% 0.69%
Sharp -1.86% -0.86%
Beta 0.95% 0.78%
Alpha -0.83% -0.07%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Name Dwijendra Srivastava R Arun
Total AUM ₹14140 Cr ₹207055 Cr
Fund Manage 14 8
Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others -43.4 -42.89
Large Cap 62.99 56.2
Mid Cap 8.12 13.49
Small Cap 0.07 1.56

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others -43.4 -42.89
Petroleum Products 8.78 6.12
Cement & Cement Products 3.96 1.2
Construction 2.97 0.84
Banks 20.84 11.59
Non - Ferrous Metals 2.12 0.69
Pharmaceuticals & Biotechnology 2.06 3.29
Leisure Services 1.77 0.34
Ferrous Metals 0.63 1.66
Automobiles 3.57 5.26
Telecom - Services 6.05 2.63
Insurance 0.91 0.41
Diversified FMCG 0.21 1.3
Diversified Metals 1.88 1.51
Power 1.08 1.92
Aerospace & Defense 0.55 2.78
Realty 3.17 2.04
Finance 2.62 5.14
Metals & Minerals Trading 3.39 1.68
IT - Software 4.55 7.62
Chemicals & Petrochemicals 0.07 0.71
Electrical Equipment - 1.2
IT - Services - 0.25
Personal Products - 0.55
Consumer Durables - 1.48
Capital Markets - 0.79
Agricultural, Commercial & Construction Vehicles - 0.24
Fertilizers & Agrochemicals - 0.74
Transport Services - 0.89
Healthcare Services - 0.35
Gas - 0.32
Agricultural Food & other Products - 0.46
Oil - 0.56
Food Products - 0.54
Industrial Products - 0.27
Auto Components - 0.9
Consumable Fuels - 0.32
Minerals & Mining - 0.54
Retailing - 0.57
Beverages - 0.5
Transport Infrastructure - 1.05

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