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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) | ₹216 Cr | ₹6518 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 | 0.44% | 0.45% |
| 6 Month | 3.25% | 3.48% |
| 1 Year | 6.91% | 7.31% |
| 3 Year | 6.34% | 6.72% |
| 5 Year | 4.62% | 5.5% |
SIP Return Analysis
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.62% | 1.76% |
| 1 Year | 6.65% | 7.16% |
| 3 Year | 6.86% | 7.34% |
| 5 Year | 5.87% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.83% | 6.72% |
| 3 Year | 2.77% | 6.66% |
| 5 Year | 2.63% | 7.02% |
Risk Management
| Scheme Name | Sundaram Arbitrage Fund Regular Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.646% | 0.617% |
| Sharp | -0.806% | -0.152% |
| 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 | 27.45 | 97.1 |
| Large Cap | 65.22 | 44.49 |
| Mid Cap | 7.27 | 11.54 |
| Small Cap | 0.06 | 2.47 |
Sector Allocation
| Scheme Name |
Sundaram Arbitrage Fund Regular Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.45 | 97.05 |
| Energy | 12.19 | 5.75 |
| Industrials | 3.68 | 5.13 |
| Financial Services | 19.44 | 22.63 |
| Basic Materials | 6.58 | 5.9 |
| Healthcare | 4.27 | 2.43 |
| Consumer Cyclical | 7.68 | 5.77 |
| Communication Services | 6.31 | 2.02 |
| Consumer Defensive | 4.75 | 1.49 |
| Utilities | 1.46 | 2.2 |
| Real Estate | 2.96 | 1.43 |
| Technology | 3.24 | 3.79 |
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