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) | ₹41083 Cr | ₹10720 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 | 0.45% | 0.45% |
| 6 Month | 2.82% | 2.85% |
| 1 Year | 6.5% | 6.52% |
| 3 Year | 7.18% | 7.15% |
| 5 Year | 5.98% | 5.83% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.41% | 1.43% |
| 1 Year | 5.99% | 6% |
| 3 Year | 6.83% | 6.87% |
| 5 Year | 6.6% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.56% | 6.81% |
| 3 Year | 6.24% | 6.7% |
| 5 Year | 6.87% | 6.94% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.69% | 0.68% |
| Sharp | 2.75% | 2.7% |
| Beta | 0.46% | 0.49% |
| Alpha | 0.57% | 0.47% |
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 | 27.29 | 25.51 |
| Large Cap | 50.97 | 50.61 |
| Mid Cap | 18.34 | 19.51 |
| Small Cap | 3.4 | 4.37 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.36 | 24.08 |
| Energy | 4.5 | 3.77 |
| Industrials | 6.59 | 4.57 |
| Technology | 5.95 | 4.04 |
| Basic Materials | 8.01 | 9.32 |
| Healthcare | 4.23 | 4.09 |
| Consumer Defensive | 4.8 | 5.63 |
| Financial Services | 26.49 | 29.36 |
| Consumer Cyclical | 6.4 | 8.87 |
| Real Estate | 1.66 | 1.95 |
| Utilities | 2.39 | 1.41 |
| Communication Services | 3.61 | 2.92 |
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