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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) | ₹321 Cr | ₹10465 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 | 0.58% | 0.62% |
| 6 Month | 2.87% | 3.01% |
| 1 Year | 6.08% | 6.49% |
| 3 Year | 6.66% | 7.12% |
| 5 Year | 5.26% | 5.91% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.54% |
| 1 Year | 5.78% | 6.15% |
| 3 Year | 6.44% | 6.88% |
| 5 Year | 6.09% | 6.56% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.17% | 6.79% |
| 3 Year | 2.85% | 6.71% |
| 5 Year | 2.97% | 6.93% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.78% | 0.68% |
| Sharp | 1.72% | 2.46% |
| Beta | 0.37% | 0.5% |
| Alpha | 0.17% | 0.36% |
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 | 26.09 | 23.36 |
| Large Cap | 63.01 | 53.44 |
| Mid Cap | 7.64 | 18.7 |
| Small Cap | 3.26 | 4.5 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.25 | 21.6 |
| Energy | 10.02 | 3.82 |
| Industrials | 4.15 | 5.8 |
| Financial Services | 34.01 | 30.13 |
| Basic Materials | 10.31 | 8.66 |
| Consumer Cyclical | 7.39 | 9.49 |
| Healthcare | 0.74 | 4.76 |
| Utilities | 1.43 | 1.51 |
| Communication Services | 2.38 | 3.54 |
| Consumer Defensive | 7.08 | 5.68 |
| Real Estate | 0.25 | 1.91 |
| Technology | - | 3.08 |
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