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Axis Arbitrage Fund vs UTI Arbitrage Fund compare
UTI Arbitrage Fund - Regular Plan - Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹10106 Cr | ₹7873 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jun 2006 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1110% | 64.15% |
| Expense Ratio | 0.74 | 0.99 |
| Manager | Deepesh Agarwal | Devang Shah |
| ISIN Code | INF789FB1RJ0 | INF846K01QC8 |
| Exits Load | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Axis 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 | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.45% |
| 6 Month | 2.91% | 2.8% |
| 1 Year | 6.49% | 6.26% |
| 3 Year | 7.21% | 7% |
| 5 Year | 5.83% | 5.73% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.36% |
| 1 Year | 6.04% | 5.82% |
| 3 Year | 6.9% | 6.69% |
| 5 Year | 6.52% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.83% | 6.06% |
| 3 Year | 6.7% | 5.83% |
| 5 Year | 6.94% | 5.25% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.66% |
| Sharp | 2.7% | 2.3% |
| Beta | 0.49% | 0.48% |
| Alpha | 0.47% | 0.29% |
Fund Managers
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepesh Agarwal | Devang Shah |
| Total AUM | ₹35015 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.92 | 27.02 |
| Large Cap | 53.38 | 43.36 |
| Mid Cap | 21.18 | 24.66 |
| Small Cap | 3.51 | 4.96 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.85 | 25.15 |
| Energy | 4.1 | 3.22 |
| Industrials | 5.06 | 5.15 |
| Basic Materials | 9.05 | 8.27 |
| Healthcare | 4.35 | 3.09 |
| Consumer Defensive | 5.76 | 3.59 |
| Financial Services | 31.05 | 26.57 |
| Consumer Cyclical | 8.95 | 9.12 |
| Real Estate | 1.79 | 2.4 |
| Utilities | 1.9 | 2.95 |
| Communication Services | 2.77 | 5.77 |
| Technology | 4.37 | 4.72 |
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