- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹316 Cr | ₹9149 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 | 0.55% | 0.61% |
| 6 Month | 2.69% | 2.88% |
| 1 Year | 6.3% | 6.77% |
| 3 Year | 6.66% | 7.11% |
| 5 Year | 5.04% | 5.74% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.23% | 1.35% |
| 1 Year | 5.68% | 6.13% |
| 3 Year | 6.51% | 6.98% |
| 5 Year | 5.96% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.04% | 6.86% |
| 3 Year | 2.83% | 6.69% |
| 5 Year | 2.89% | 6.96% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.41% |
| Sharp | -0.33% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.42 | 21.57 |
| Large Cap | 58.79 | 54.1 |
| Mid Cap | 7.22 | 20.86 |
| Small Cap | 2.58 | 3.48 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.46 | 20.38 |
| Energy | 10.28 | 5 |
| Industrials | 6.4 | 5.25 |
| Financial Services | 31.75 | 31.03 |
| Consumer Defensive | 7.56 | 5.05 |
| Basic Materials | 4.77 | 8.05 |
| Healthcare | 2.44 | 4.02 |
| Consumer Cyclical | 2.78 | 9.56 |
| Utilities | 0.3 | 2.09 |
| Communication Services | 2.77 | 3.74 |
| Real Estate | 0.26 | 1.54 |
| Technology | 3.23 | 4.27 |
Top Comparisons
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.45%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.6%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.2%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.96%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.96%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns20.5%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns12.57%
