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Sundaram Arbitrage Fund Regular Growth vs UTI Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Fund Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹255 Cr ₹7863 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 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 % 1110%
Expense Ratio 1 0.74
Manager Dwijendra Srivastava Deepesh Agarwal
ISIN Code INF173K01NB6 INF789FB1RJ0
Exits Load Sundaram 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 Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.43% 0.47%
6 Month 3.17% 3.39%
1 Year 6.57% 7.02%
3 Year 6.64% 7.04%
5 Year 4.88% 5.64%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.55% 1.67%
1 Year 6.52% 6.99%
3 Year 6.84% 7.3%
5 Year 5.99% 6.53%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 3.92% 6.8%
3 Year 2.8% 6.66%
5 Year 2.74% 6.98%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.54% 0.54%
Sharp -0.53% 0.30%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Deepesh Agarwal
Total AUM ₹14140 Cr ₹35015 Cr
Funds Managed 14 9
Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Arbitrage Fund Regular Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 33.46 31.6
Large Cap 62.63 47.39
Mid Cap 3.08 16.85
Small Cap 0.82 4.17

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 30.65 29.51
Energy 10.12 5.93
Technology 2.71 5.56
Industrials 2.7 4.78
Financial Services 26.01 23.91
Consumer Defensive 9.52 4.88
Basic Materials 6.39 8.19
Healthcare 3.69 4.94
Consumer Cyclical 3.61 6.67
Utilities 1.56 1.64
Communication Services 2.81 3.11
Real Estate 0.24 0.88

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