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) | ₹22310 Cr | ₹8512 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 | 0.48% | 0.49% |
6 Month | 3.29% | 3.31% |
1 Year | 6.81% | 6.95% |
3 Year | 6.93% | 7.04% |
5 Year | 5.61% | 5.69% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.43% | 1.46% |
1 Year | 6.52% | 6.63% |
3 Year | 7.04% | 7.16% |
5 Year | 6.41% | 6.5% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.41% | 6.86% |
3 Year | 6.14% | 6.68% |
5 Year | 6.34% | 6.97% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.38% | 0.40% |
Sharp | 0.67% | 0.87% |
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 | 33.31 | 35.13 |
Large Cap | 46.16 | 46.83 |
Mid Cap | 16.93 | 15.05 |
Small Cap | 3.6 | 2.99 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.88 | 33.66 |
Energy | 5.88 | 4.74 |
Utilities | 2.94 | 1.8 |
Industrials | 6.33 | 4.14 |
Technology | 5.18 | 4.83 |
Basic Materials | 6.59 | 6.6 |
Healthcare | 4.34 | 4.28 |
Consumer Defensive | 4.68 | 4.8 |
Financial Services | 21.72 | 25 |
Consumer Cyclical | 6.69 | 6.55 |
Real Estate | 1.44 | 0.79 |
Communication Services | 3.34 | 2.8 |
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