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) | ₹39217 Cr | ₹9167 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 | 0.43% | 0.45% |
| 6 Month | 2.83% | 2.77% |
| 1 Year | 6.56% | 6.6% |
| 3 Year | 7.17% | 7.1% |
| 5 Year | 5.85% | 5.7% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.87% | 0.86% |
| 1 Year | 5.11% | 5.06% |
| 3 Year | 6.6% | 6.62% |
| 5 Year | 6.4% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.55% | 6.86% |
| 3 Year | 6.19% | 6.69% |
| 5 Year | 6.91% | 6.96% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.40% | 0.41% |
| Sharp | 1.04% | 0.79% |
| 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 | 30.48 | 21.57 |
| Large Cap | 50.38 | 54.1 |
| Mid Cap | 16.4 | 20.86 |
| Small Cap | 2.74 | 3.48 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.12 | 20.38 |
| Energy | 5.44 | 5 |
| Industrials | 6.28 | 5.25 |
| Technology | 5.56 | 4.27 |
| Basic Materials | 6.25 | 8.05 |
| Healthcare | 3.86 | 4.02 |
| Consumer Defensive | 4.22 | 5.05 |
| Financial Services | 25.87 | 31.03 |
| Consumer Cyclical | 6.26 | 9.56 |
| Real Estate | 1.42 | 1.54 |
| Utilities | 2.59 | 2.09 |
| Communication Services | 3.12 | 3.74 |
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