Bajaj Finserv Arbitrage Fund Regular vs UTI Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹1296 Cr | ₹9167 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 1110% |
Expense Ratio | 0.95 | 0.74 |
Manager | Siddharth Chaudhary | Deepesh Agarwal |
ISIN Code | INF0QA701490 | INF789FB1RJ0 |
Exits Load | Bajaj Finserv 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.59% | 0.59% |
6 Month | 2.65% | 2.88% |
1 Year | 6.27% | 6.85% |
3 Year | - | 7.09% |
5 Year | - | 5.74% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.38% | 1.47% |
1 Year | 5.79% | 6.36% |
3 Year | - | 7.06% |
5 Year | - | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.66% | 6.86% |
3 Year | - | 6.69% |
5 Year | - | 6.96% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 0.41% |
Sharp | - | 0.79% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Deepesh Agarwal |
Total AUM | ₹7136 Cr | ₹35015 Cr |
Funds Managed | 8 | 9 |
Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.11 | 21.57 |
Large Cap | 41.14 | 54.1 |
Mid Cap | 18.93 | 20.86 |
Small Cap | 6.82 | 3.48 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.31 | 20.38 |
Energy | 5.76 | 5 |
Industrials | 4.52 | 5.25 |
Technology | 3.43 | 4.27 |
Basic Materials | 7.18 | 8.05 |
Consumer Defensive | 1.37 | 5.05 |
Financial Services | 31.92 | 31.03 |
Healthcare | 2.08 | 4.02 |
Consumer Cyclical | 5.39 | 9.56 |
Utilities | 2 | 2.09 |
Communication Services | 3.66 | 3.74 |
Real Estate | 0.38 | 1.54 |
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