SBI Arbitrage Opportunities Fund vs UTI Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹41552 Cr | ₹9149 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 2006 | 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 | 252% | 1110% |
Expense Ratio | 0.94 | 0.74 |
Manager | R Arun | Deepesh Agarwal |
ISIN Code | INF200K01156 | INF789FB1RJ0 |
Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.3% | 0.32% |
6 Month | 3.17% | 3.16% |
1 Year | 6.62% | 6.7% |
3 Year | 7.16% | 7.05% |
5 Year | 5.81% | 5.69% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.42% | 1.37% |
1 Year | 6.4% | 6.34% |
3 Year | 7.07% | 7.07% |
5 Year | 6.6% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.52% | 6.86% |
3 Year | 6.17% | 6.68% |
5 Year | 6.93% | 6.97% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.39% | 0.41% |
Sharp | 1.19% | 0.81% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | R Arun | Deepesh Agarwal |
Total AUM | ₹207055 Cr | ₹35015 Cr |
Funds Managed | 8 | 9 |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.34 | 35.13 |
Large Cap | 49.76 | 46.83 |
Mid Cap | 15.17 | 15.05 |
Small Cap | 2.74 | 2.99 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.85 | 33.66 |
Energy | 4.69 | 4.74 |
Utilities | 3.11 | 1.8 |
Industrials | 5.61 | 4.14 |
Technology | 6.2 | 4.83 |
Basic Materials | 6.49 | 6.6 |
Healthcare | 4.2 | 4.28 |
Consumer Defensive | 4.31 | 4.8 |
Financial Services | 26.08 | 25 |
Consumer Cyclical | 5.05 | 6.55 |
Real Estate | 1.28 | 0.79 |
Communication Services | 2.13 | 2.8 |
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