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 to Moderate Low
Asset Size (Cr) ₹113 Cr ₹32487 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 0.87 0.96
Manager Dwijendra Srivastava R Arun
ISIN Code INF173K01NB6 INF200K01156
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.25%, if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Month 0.61% 0.58%
6 Month 3.41% 3.62%
1 Year 7.25% 7.59%
3 Year 5.25% 6.18%
5 Year 4.17% 5.23%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
6 Month - -
1 Year 3.43% 3.67%
3 Year 9.46% 10.59%
5 Year 13.07% 15.68%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth SBI Arbitrage Opportunities Fund - Regular Plan - Gr
1 Year 3.72% 4.67%
3 Year 10.14% 12.35%
5 Year 13.27% 15.86%

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 22.87 -30.25
Large Cap 48.28 28.53
Mid Cap 20.6 5.34
Small Cap 4.39 1.49

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Others 22.87 -
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 0
Diversified FMCG 0.46 -
Banks 10.11 -
Pharmaceuticals & Biotechnology 3.84 -
Telecom - Services 22.71 -
Diversified Metals 3.41 -
Realty 5.93 -
IT - Software 2.09 -
Finance 4.71 -
Capital Goods - -0.01
Financial - 3.28
Automobile - -0.03
Consumer Staples - 0.0099999999999999
Healthcare - -0.01
Materials - -0.0099999999999999
Chemicals - 0
Energy - -0.03
Consumer Discretionary - 0
Services - -0.0099999999999998
Metals & Mining - -0.02
Technology - 0.48
Communication - 1.46

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