Sundaram Arbitrage Fund Regular Growth vs UTI Arbitrage Fund compare

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Sundaram Arbitrage Fund Regular Growth

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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)	₹331 Cr	₹10106 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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month	0.5%	0.48%
6 Month	2.72%	2.91%
1 Year	6.06%	6.49%
3 Year	6.79%	7.21%
5 Year	5.16%	5.83%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month	1.35%	1.42%
1 Year	5.69%	6.04%
3 Year	6.47%	6.9%
5 Year	6.04%	6.52%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year	4.11%	6.83%
3 Year	2.84%	6.7%
5 Year	2.93%	6.94%

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation	0.36%	0.37%
Sharp	0.18%	1.35%
Beta	-	0.49%
Alpha	-	0.47%

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

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	27.2	20.86
Large Cap	59.86	-0.4
Mid Cap	10.08	-0.07
Small Cap	2.86	-0.01

Scheme Name	Sundaram Arbitrage Fund Regular Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	23.26	20.86
Energy	10.44	-
Industrials	7.37	-
Financial Services	32.35	-
Consumer Defensive	8.04	-
Basic Materials	6.51	-
Healthcare	2.43	-
Consumer Cyclical	4.96	-
Utilities	1.51	-
Communication Services	2.87	-
Real Estate	0.26	-
Technology	0	-
Petroleum Products	-	-0.02
Cement & Cement Products	-	-0.02
Pharmaceuticals & Biotechnology	-	-0.02
Personal Products	-	0
Construction	-	0
Ferrous Metals	-	-0.02
Finance	-	-0.03
Capital Markets	-	0
Healthcare Services	-	-0.01
Banks	-	-0.15
Diversified FMCG	-	-0.02
Non - Ferrous Metals	-	-0.02
Electrical Equipment	-	0
Leisure Services	-	0
Automobiles	-	-0.02
Aerospace & Defense	-	-0.02
Auto Components	-	0
Insurance	-	0
Power	-	-0.01
Telecom - Services	-	-0.02
Gas	-	0
IT - Services	-	0
Transport Services	-	0
Consumer Durables	-	-0.02
Agricultural Food & other Products	-	-0.01
Industrial Products	-	0
Beverages	-	-0.02
Diversified Metals	-	0
Realty	-	-0.01
Food Products	-	-0.01
Industrial Manufacturing	-	0
IT - Software	-	-0.01
Chemicals & Petrochemicals	-	0
Financial Technology (Fintech)	-	0
Metals & Minerals Trading	-	0
Minerals & Mining	-	0
Fertilizers & Agrochemicals	-	0
Retailing	-	-0.02
Transport Infrastructure	-	0