Axis Arbitrage Fund vs UTI Arbitrage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹6144 Cr ₹5515 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 0.75 1
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 0.49% 0.45%
6 Month 3.43% 3.33%
1 Year 7.75% 7.61%
3 Year 6.22% 6.16%
5 Year 5.35% 5.24%

SIP Return Analysis

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.23% 7.05%
3 Year 7.01% 6.84%
5 Year 6.07% 5.96%

Rolling Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.66% 5.99%
3 Year 6.68% 5.56%
5 Year 7.06% 5.17%

Risk Management

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.68% 0.66%
Sharp -1.31% -1.31%
Beta 0.87% 0.8%
Alpha -0.33% -0.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 30.97 -41.16
Large Cap -0.33 47.17
Mid Cap -0.11 18.9
Small Cap 0 4.29

Sector Allocation

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 30.89 -41.16
Petroleum Products -0.02 5.19
Electrical Equipment -0.01 0.48
Industrial Products 0 1.04
IT - Software -0.05 5.27
Pharmaceuticals & Biotechnology 0.05 2.88
Construction 0 1.66
Ferrous Metals -0.0099999999999999 1.56
Finance -0.02 5.33
Banks -0.099999999999999 13.77
Diversified FMCG 0 1.08
Non - Ferrous Metals 0 1.84
Agricultural, Commercial & Construction Vehicles 0 0.42
Cement & Cement Products -0.03 1.98
Chemicals & Petrochemicals 0 1.22
Leisure Services 0 0.75
Automobiles -0.04 2.74
Aerospace & Defense -0.01 2.48
Realty -0.02 2.31
Personal Products 0 0.32
Transport Services 0 0.4
Telecom - Services -0.02 3.02
Insurance 0 0.28
Capital Markets 0 1.5
Gas 0 0.02
Consumer Durables -0.01 1
Agricultural Food & other Products 0 0.37
Diversified Metals -0.01 1.95
Oil 0 -
Food Products -0.01 0.15
Power 0 3.94
Auto Components 0 0.61
Metals & Minerals Trading -0.0099999999999999 -
Healthcare Services 0 0.18
Consumable Fuels 0 0.01
Minerals & Mining -0.01 0.72
Fertilizers & Agrochemicals -0.01 0.81
Retailing -0.01 0.84
Transport Infrastructure -0.01 2.12
Beverages 0 0.1
Entertainment - 0.02

Top Comparisons

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.65%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.12%

Compare Now

ITI Small Cap Fund Regular - Growth ITI Small Cap Fund Regular - Growth

3Y Returns25.71%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns21.73%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns19.3%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.48%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns25.65%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.52%

Compare Now
Request call back
Add to Cart Successfully