UTI Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹22619 Cr | ₹9167 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Jul 2009 | 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 | 1085% | 1110% |
| Expense Ratio | 1.01 | 0.74 |
| Manager | Pranav Gupta | Deepesh Agarwal |
| ISIN Code | INF209K01264 | INF789FB1RJ0 |
| Exits Load | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.44% | 0.45% |
| 6 Month | 2.7% | 2.77% |
| 1 Year | 6.45% | 6.6% |
| 3 Year | 6.99% | 7.1% |
| 5 Year | 5.65% | 5.7% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.87% | 0.89% |
| 1 Year | 5.02% | 5.09% |
| 3 Year | 6.51% | 6.63% |
| 5 Year | 6.2% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.42% | 6.86% |
| 3 Year | 6.15% | 6.69% |
| 5 Year | 6.29% | 6.96% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 0.39% |
| Sharp | 0.76% | 1.08% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pranav Gupta | Deepesh Agarwal |
| Total AUM | ₹10003 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.67 | 21.57 |
| Large Cap | 51.62 | 54.1 |
| Mid Cap | 17.83 | 20.86 |
| Small Cap | 3.87 | 3.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.22 | 20.38 |
| Energy | 6.91 | 5 |
| Industrials | 6.4 | 5.25 |
| Technology | 3.83 | 4.27 |
| Basic Materials | 7.3 | 8.05 |
| Healthcare | 3.9 | 4.02 |
| Consumer Defensive | 4.77 | 5.05 |
| Financial Services | 25.45 | 31.03 |
| Consumer Cyclical | 8.81 | 9.56 |
| Real Estate | 1.36 | 1.54 |
| Utilities | 3.25 | 2.09 |
| Communication Services | 3.79 | 3.74 |
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