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) | ₹32169 Cr | ₹6518 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 | 0.46% | 0.43% |
6 Month | 3.36% | 3.46% |
1 Year | 7.21% | 7.34% |
3 Year | 6.92% | 6.78% |
5 Year | 5.5% | 5.47% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.69% | 1.71% |
1 Year | 6.92% | 7.05% |
3 Year | 7.27% | 7.29% |
5 Year | 6.53% | 6.42% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.45% | 6.72% |
3 Year | 6.13% | 6.66% |
5 Year | 6.98% | 7.02% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.607% | 0.617% |
Sharp | 0.218% | -0.152% |
Beta | - | - |
Alpha | - | - |
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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 | 101.84 | 97.1 |
Large Cap | 54.76 | 44.49 |
Small Cap | 2.45 | 2.47 |
Mid Cap | 13.45 | 11.54 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 101.49 | 97.05 |
Energy | 7.34 | 5.75 |
Utilities | 3.15 | 2.2 |
Industrials | 6.35 | 5.13 |
Technology | 4.82 | 3.79 |
Basic Materials | 6.77 | 5.9 |
Healthcare | 2.72 | 2.43 |
Consumer Defensive | 3.78 | 1.49 |
Financial Services | 22.14 | 22.63 |
Consumer Cyclical | 8.09 | 5.77 |
Real Estate | 1.94 | 1.43 |
Communication Services | 3.91 | 2.02 |
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