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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