Compare Sundaram Arbitrage Fund vs WhiteOak Capital Arbitrage Fund
Risk
Low
Low
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.99
4
NAV
₹16.20
₹11.30
Fund Started
28 Mar 2016
28 Aug 2024
Fund Size
₹468.03 Cr
₹1435.03 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
1 Year
5.75%
5.98%
3 Year
6.62%
-
5 Year
5.54%
-
Equity
-0.27%
-0.58%
Cash
82.78%
77.43%
Top 10 Holdings
Bajaj Finance Ltd. | 6.75% |
Reliance Industries Ltd. | 6.04% |
State Bank of India | 5.83% |
Larsen & Toubro Ltd. | 5.58% |
HDFC Bank Ltd. | 5.34% |
ICICI Bank Ltd. | 3.85% |
Patanjali Foods Ltd. | 3.59% |
REC Ltd. | 3.57% |
Axis Bank Ltd. | 3.11% |
ITC Ltd. | 2.41% |
Vodafone Idea Ltd. | 5.83% |
HDFC Bank Ltd. | 3.38% |
ICICI Bank Ltd. | 3.22% |
NTPC Ltd. | 3.00% |
Bharti Airtel Ltd. | 2.75% |
Hindalco Industries Ltd. | 2.66% |
Axis Bank Ltd. | 2.24% |
Reliance Industries Ltd. | 2.09% |
TVS Motor Company Ltd. | 1.78% |
Angel One Ltd. | 1.52% |
Name
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Start Date
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Description
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
The scheme seek to generate returns by predominantly investing in arbitrage pportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Launch Date
28 Mar 2016
28 Aug 2024
