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Sundaram Arbitrage Fund Regular Growth vs Tata Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Low Risk |
| Asset Size (Cr) | ₹216 Cr | ₹12921 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Apr 2016 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 487.73% |
| Expense Ratio | 1 | 1.08 |
| Manager | Dwijendra Srivastava | Sailesh Jain |
| ISIN Code | INF173K01NB6 | INF277K015Q7 |
| 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 | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.63% | 0.58% |
| 6 Month | 3.33% | 3.45% |
| 1 Year | 7.03% | 7.17% |
| 3 Year | 6.08% | 6.33% |
| 5 Year | 4.46% | 5.47% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.84% | 6.96% |
| 3 Year | 6.75% | 7% |
| 5 Year | 5.63% | 6.12% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.83% | 5.21% |
| 3 Year | 2.77% | 4.79% |
| 5 Year | 2.63% | 5.34% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.659% | 0.593% |
| Sharp | -0.79% | -0.246% |
| Beta | - | - |
| Alpha | - | - |
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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 | -43.4 | 31.84 |
| Large Cap | 62.99 | -0.24 |
| Mid Cap | 8.12 | -0.08 |
| Small Cap | 0.07 | 0 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | -43.4 | 31.81 |
| Petroleum Products | 8.78 | -0.02 |
| Cement & Cement Products | 3.96 | -0.02 |
| Construction | 2.97 | -0.01 |
| Banks | 20.84 | -0.07 |
| Non - Ferrous Metals | 2.12 | 0 |
| Pharmaceuticals & Biotechnology | 2.06 | 0.02 |
| Leisure Services | 1.77 | 0 |
| Ferrous Metals | 0.63 | 0 |
| Automobiles | 3.57 | -0.04 |
| Telecom - Services | 6.05 | -0.02 |
| Insurance | 0.91 | 0 |
| Diversified FMCG | 0.21 | 0.01 |
| Diversified Metals | 1.88 | 0 |
| Power | 1.08 | -0.01 |
| Aerospace & Defense | 0.55 | -0.01 |
| Realty | 3.17 | -0.01 |
| Finance | 2.62 | -0.02 |
| Metals & Minerals Trading | 3.39 | -0.01 |
| IT - Software | 4.55 | -0.02 |
| Chemicals & Petrochemicals | 0.07 | 0 |
| Electrical Equipment | - | -0.01 |
| Industrial Products | - | -0.01 |
| Personal Products | - | -0.01 |
| Capital Markets | - | -0.01 |
| Agricultural, Commercial & Construction Vehicles | - | 0 |
| Transport Services | - | -0.01 |
| Gas | - | 0 |
| Fertilizers & Agrochemicals | - | 0 |
| Consumer Durables | - | 0 |
| Entertainment | - | 0 |
| Agricultural Food & other Products | - | 0 |
| Oil | - | 0 |
| Food Products | - | 0 |
| Auto Components | - | 0 |
| Healthcare Services | - | 0 |
| Consumable Fuels | - | 0 |
| Minerals & Mining | - | 0 |
| Retailing | - | 0 |
| Beverages | - | 0 |
| Transport Infrastructure | - | -0.01 |
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