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) | ₹18204 Cr | ₹7308 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 | 0.6% | 0.61% |
6 Month | 3.45% | 3.47% |
1 Year | 6.96% | 7.11% |
3 Year | 6.87% | 6.95% |
5 Year | 5.51% | 5.58% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.69% | 1.69% |
1 Year | 6.99% | 7.08% |
3 Year | 7.19% | 7.31% |
5 Year | 6.41% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.38% | 6.8% |
3 Year | 6.13% | 6.66% |
5 Year | 6.43% | 6.98% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.53% | 0.56% |
Sharp | 0.04% | 0.15% |
Beta | - | - |
Alpha | - | - |
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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 | 29.75 | 31.18 |
Large Cap | 51.24 | 50.6 |
Small Cap | 3.47 | 4.3 |
Mid Cap | 15.54 | 13.92 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.77 | 29.44 |
Energy | 7.63 | 6.13 |
Utilities | 2.85 | 1.61 |
Industrials | 7.35 | 5.23 |
Technology | 5.47 | 6.68 |
Basic Materials | 8.38 | 7.17 |
Healthcare | 3.61 | 4.26 |
Consumer Defensive | 4.19 | 4.07 |
Financial Services | 21.18 | 24.99 |
Consumer Cyclical | 6.37 | 6.67 |
Real Estate | 1.28 | 1 |
Communication Services | 2.93 | 2.75 |
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