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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) | ₹8512 Cr | ₹7069 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 | 0.54% | 0.54% |
| 6 Month | 3.35% | 3.26% |
| 1 Year | 6.94% | 6.7% |
| 3 Year | 7.05% | 6.85% |
| 5 Year | 5.67% | 5.56% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.58% | 1.54% |
| 1 Year | 6.78% | 6.58% |
| 3 Year | 7.21% | 7.01% |
| 5 Year | 6.52% | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.86% | 6.03% |
| 3 Year | 6.68% | 5.77% |
| 5 Year | 6.97% | 5.21% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.40% | 0.40% |
| Sharp | 0.87% | 0.35% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.13 | 33.49 |
| Large Cap | 46.83 | 43.42 |
| Small Cap | 2.99 | 4.4 |
| Mid Cap | 15.05 | 18.7 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | 31.52 |
| Energy | 4.74 | 3.83 |
| Utilities | 1.8 | 2.9 |
| Technology | 4.83 | 5.17 |
| Basic Materials | 6.6 | 7.27 |
| Healthcare | 4.28 | 3.43 |
| Consumer Defensive | 4.8 | 2.98 |
| Industrials | 4.14 | 4.7 |
| Financial Services | 25 | 26.13 |
| Consumer Cyclical | 6.55 | 6.41 |
| Communication Services | 2.8 | 3.56 |
| Real Estate | 0.79 | 2.1 |
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