Sundaram Arbitrage Fund Regular Growth vs UTI Arbitrage Fund compare
Sundaram Arbitrage Fund Regular Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
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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