UTI Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹39859 Cr | ₹10106 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 1110% |
| Expense Ratio | 0.94 | 0.74 |
| Manager | R Arun | Deepesh Agarwal |
| ISIN Code | INF200K01156 | INF789FB1RJ0 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.44% | 0.45% |
| 6 Month | 2.94% | 2.92% |
| 1 Year | 6.45% | 6.5% |
| 3 Year | 7.23% | 7.18% |
| 5 Year | 5.97% | 5.82% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.45% |
| 1 Year | 6.15% | 6.14% |
| 3 Year | 6.9% | 6.94% |
| 5 Year | 6.61% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.56% | 6.83% |
| 3 Year | 6.24% | 6.7% |
| 5 Year | 6.89% | 6.94% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.69% | 0.68% |
| Sharp | 2.42% | 2.35% |
| Beta | 0.48% | 0.52% |
| Alpha | 0.47% | 0.35% |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | R Arun | Deepesh Agarwal |
| Total AUM | ₹207055 Cr | ₹35015 Cr |
| Funds Managed | 8 | 9 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -53.05 | 20.86 |
| Large Cap | 55.67 | -0.4 |
| Mid Cap | 17.61 | -0.07 |
| Small Cap | 3.07 | -0.01 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -53.05 | 20.86 |
| Petroleum Products | 4.1 | -0.02 |
| Industrial Products | 0.62 | 0 |
| IT - Software | 4.71 | -0.01 |
| Pharmaceuticals & Biotechnology | 3.05 | -0.02 |
| Personal Products | 0.32 | 0 |
| Construction | 1.25 | 0 |
| Ferrous Metals | 2.41 | -0.02 |
| Finance | 6.25 | -0.03 |
| Consumer Durables | 1.6 | -0.02 |
| Capital Markets | 0.6 | 0 |
| Healthcare Services | 0.92 | -0.01 |
| Banks | 20.01 | -0.15 |
| Diversified FMCG | 2.25 | -0.02 |
| Non - Ferrous Metals | 0.82 | -0.02 |
| Electrical Equipment | 0.69 | 0 |
| Cement & Cement Products | 1.1 | -0.02 |
| Leisure Services | 0.45 | 0 |
| Automobiles | 2.43 | -0.02 |
| Aerospace & Defense | 2.79 | -0.02 |
| Auto Components | 0.97 | 0 |
| Realty | 1.61 | -0.01 |
| Insurance | 0.53 | 0 |
| Transport Services | 0.25 | 0 |
| Power | 2.62 | -0.01 |
| Telecom - Services | 3.38 | -0.02 |
| Gas | 0.39 | 0 |
| IT - Services | 0.17 | 0 |
| Agricultural Food & other Products | 1.17 | -0.01 |
| Beverages | 0.65 | -0.02 |
| Diversified Metals | 1.07 | 0 |
| Oil | 0.25 | - |
| Food Products | 0.57 | -0.01 |
| Industrial Manufacturing | 0.2 | 0 |
| Chemicals & Petrochemicals | 0.74 | 0 |
| Financial Technology (Fintech) | 1.14 | 0 |
| Metals & Minerals Trading | 0.34 | 0 |
| Consumable Fuels | 0.93 | - |
| Minerals & Mining | 0.56 | 0 |
| Fertilizers & Agrochemicals | 0.06 | 0 |
| Retailing | 1.18 | -0.02 |
| Transport Infrastructure | 1.2 | 0 |
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