Aditya Birla Sun Life Arbitrage Fund vs UTI 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) | ₹13920 Cr | ₹6518 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 | 0.66% | 0.67% |
6 Month | 3.55% | 3.63% |
1 Year | 7.15% | 7.36% |
3 Year | 6.51% | 6.61% |
5 Year | 5.35% | 5.44% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.1% | 2.16% |
1 Year | 7.23% | 7.43% |
3 Year | 7.19% | 7.33% |
5 Year | 6.27% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.36% | 6.72% |
3 Year | 6.11% | 6.66% |
5 Year | 6.49% | 7.02% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.594% | 0.617% |
Sharp | -0.343% | -0.152% |
Beta | - | - |
Alpha | - | - |
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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 | 103.22 | 97.1 |
Large Cap | 49.45 | 44.49 |
Small Cap | 3.54 | 2.47 |
Mid Cap | 14.74 | 11.54 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 102.21 | 97.05 |
Energy | 7.29 | 5.75 |
Utilities | 3.04 | 2.2 |
Industrials | 8.09 | 5.13 |
Technology | 3.6 | 3.79 |
Basic Materials | 8.54 | 5.9 |
Healthcare | 2.73 | 2.43 |
Consumer Defensive | 1.06 | 1.49 |
Financial Services | 20.13 | 22.63 |
Consumer Cyclical | 8.67 | 5.77 |
Real Estate | 1.3 | 1.43 |
Communication Services | 4.29 | 2.02 |
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