Sundaram Arbitrage Fund Regular Growth vs Tata Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon Tata Arbitrage Fund-Regular Plan-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 Tata Arbitrage Fund-Regular Plan-Growth
Fund Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low
Asset Size (Cr) ₹113 Cr ₹11519 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 05 Dec 2018
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Close Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 487.73%
Expense Ratio 0.87 1.07
Manager Dwijendra Srivastava Sailesh Jain
ISIN Code INF173K01NB6 INF277K015Q7
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 30 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Month 0.79% 0.8%
6 Month 3.53% 3.68%
1 Year 7.3% 7.61%
3 Year 5.67% 6.06%
5 Year 4.34% 5.42%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
6 Month - -
1 Year 6.92% 7.23%
3 Year 6.55% 6.87%
5 Year 5.36% 5.97%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
1 Year 3.76% 5.06%
3 Year 2.75% 4.72%
5 Year 2.54% 5.33%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation 0.78% 0.67%
Sharp -1.86% -1.47%
Beta 0.95% 0.84%
Alpha -0.83% -0.44%

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth
Name Dwijendra Srivastava Sailesh Jain
Total AUM ₹14140 Cr ₹17041 Cr
Fund Manage 14 7
Sundaram Arbitrage Fund Regular Growth Tata Arbitrage Fund-Regular Plan-Growth

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Tata Arbitrage Fund-Regular Plan-Growth

Others 22.87 -31.8
Large Cap 48.28 27.94
Mid Cap 20.6 5.41
Small Cap 4.39 2.74

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

Tata Arbitrage Fund-Regular Plan-Growth

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 - -0.02
Healthcare - -0.02
Financial - 2.77
Consumer Staples - 5.1868231931707E-16
Energy - -0.04
Chemicals - -0.01
Automobile - -0.03
Services - -0.0099999999999999
Metals & Mining - -0.020000000000001
Materials - -0.01
Diversified - 0
Technology - -0.01
Communication - 1.69

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