Sundaram Arbitrage Fund Regular Growth vs Tata Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Invest NowTata Arbitrage Fund-Regular Plan-Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 |
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 |
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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