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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) | ₹906 Cr | ₹8512 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 | 0.4% | 0.43% |
| 6 Month | 2.89% | 3.23% |
| 1 Year | 6.19% | 6.89% |
| 3 Year | - | 7.05% |
| 5 Year | - | 5.68% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.42% | 1.58% |
| 1 Year | 6.1% | 6.78% |
| 3 Year | - | 7.21% |
| 5 Year | - | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.7% | 6.86% |
| 3 Year | - | 6.68% |
| 5 Year | - | 6.97% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.40% |
| Sharp | - | 0.87% |
| 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 | 30.3 | 35.13 |
| Large Cap | 45.77 | 46.83 |
| Mid Cap | 17.72 | 15.05 |
| Small Cap | 6.21 | 2.99 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.98 | 33.66 |
| Energy | 5.93 | 4.74 |
| Technology | 4.6 | 4.83 |
| Basic Materials | 6.1 | 6.6 |
| Consumer Defensive | 1.91 | 4.8 |
| Industrials | 3.38 | 4.14 |
| Financial Services | 34.6 | 25 |
| Healthcare | 2.21 | 4.28 |
| Consumer Cyclical | 6.61 | 6.55 |
| Utilities | 2.26 | 1.8 |
| Communication Services | 1.96 | 2.8 |
| Real Estate | 0.46 | 0.79 |
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