Sundaram Arbitrage Fund Regular Growth vs UTI Arbitrage Fund compare

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tortoise-icon Sundaram Arbitrage Fund Regular Growth

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 to Moderate Low
Asset Size (Cr) ₹113 Cr ₹5521 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 21 Apr 2016 22 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 0.87 0.9
Manager Dwijendra Srivastava Deepesh Agarwal
ISIN Code INF173K01NB6 INF789FB1RJ0
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 15 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.61% 0.59%
6 Month 3.41% 3.65%
1 Year 7.25% 7.73%
3 Year 5.25% 5.83%
5 Year 4.17% 5.27%

SIP Return Analysis

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.43% 3.73%
3 Year 9.46% 10.27%
5 Year 13.07% 15.31%

Rolling Lumpsum Returns

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 3.72% 4.67%
3 Year 10.14% 12%
5 Year 13.27% 15.47%

Risk Management

Scheme Name Sundaram Arbitrage Fund Regular Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.78% 0.68%
Sharp -1.86% -1.31%
Beta 0.95% 0.87%
Alpha -0.83% -0.33%

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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
Fund Manage 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 22.87 16.28
Large Cap 48.28 46.86
Mid Cap 20.6 15.07
Small Cap 4.39 3.53

Sector Allocation

Scheme Name

Sundaram Arbitrage Fund Regular Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 22.87 76.69
Petroleum Products 7.22 -
Cement & Cement Products 11.45 -
Construction 1.34 -0.01
Diversified FMCG 0.46 -
Banks 10.11 -
Pharmaceuticals & Biotechnology 3.84 -
Telecom - Services 22.71 -
Diversified Metals 3.41 -
Realty 5.93 -
IT - Software 2.09 -
Finance 4.71 -
Financial - 1.69
Automobile - -0.030000000000001
Chemicals - 0.03
Consumer Staples - 0.08
Consumer Discretionary - -0.01
Materials - -0.030000000000001
Technology - -0.0099999999999999
Healthcare - -0.040000000000001
Metals & Mining - -0.08
Energy - 2.65
Capital Goods - -0.04
Communication - -0.050000000000001
Services - 0.9
Diversified - 0

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