Aditya Birla Sun Life Arbitrage Fund vs UTI Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹23581 Cr | ₹9149 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Jul 2009 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1085% | 1110% |
Expense Ratio | 1.01 | 0.74 |
Manager | Pranav Gupta | Deepesh Agarwal |
ISIN Code | INF209K01264 | INF789FB1RJ0 |
Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.59% | 0.61% |
6 Month | 2.82% | 2.88% |
1 Year | 6.64% | 6.77% |
3 Year | 6.99% | 7.11% |
5 Year | 5.68% | 5.74% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.42% | 1.47% |
1 Year | 6.21% | 6.36% |
3 Year | 6.91% | 7.06% |
5 Year | 6.42% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.42% | 6.86% |
3 Year | 6.15% | 6.69% |
5 Year | 6.29% | 6.96% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.40% | 0.41% |
Sharp | 0.53% | 0.79% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pranav Gupta | Deepesh Agarwal |
Total AUM | ₹10003 Cr | ₹35015 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.67 | 21.57 |
Large Cap | 51.62 | 54.1 |
Mid Cap | 17.83 | 20.86 |
Small Cap | 3.87 | 3.48 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 24.22 | 20.38 |
Energy | 6.91 | 5 |
Industrials | 6.4 | 5.25 |
Technology | 3.83 | 4.27 |
Basic Materials | 7.3 | 8.05 |
Healthcare | 3.9 | 4.02 |
Consumer Defensive | 4.77 | 5.05 |
Financial Services | 25.45 | 31.03 |
Consumer Cyclical | 8.81 | 9.56 |
Real Estate | 1.36 | 1.54 |
Utilities | 3.25 | 2.09 |
Communication Services | 3.79 | 3.74 |
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