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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) | ₹1277 Cr | ₹10720 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 | 0.52% | 0.55% |
| 6 Month | 2.68% | 2.83% |
| 1 Year | 5.99% | 6.54% |
| 3 Year | - | 7.23% |
| 5 Year | - | 5.8% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.43% |
| 1 Year | 5.55% | 6% |
| 3 Year | - | 6.87% |
| 5 Year | - | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.83% |
| 3 Year | - | 6.7% |
| 5 Year | - | 6.94% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.37% |
| Sharp | - | 1.35% |
| Beta | - | 0.49% |
| Alpha | - | 0.47% |
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 | 27.7 | 21.92 |
| Large Cap | 41.71 | 53.38 |
| Mid Cap | 22.43 | 21.18 |
| Small Cap | 8.17 | 3.51 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.08 | 20.85 |
| Energy | 6.2 | 4.1 |
| Industrials | 4.96 | 5.06 |
| Basic Materials | 8.05 | 9.05 |
| Consumer Defensive | 1.92 | 5.76 |
| Financial Services | 32.61 | 31.05 |
| Healthcare | 2.34 | 4.35 |
| Consumer Cyclical | 5.95 | 8.95 |
| Technology | 4.21 | 4.37 |
| Utilities | 2.2 | 1.9 |
| Communication Services | 4.03 | 2.77 |
| Real Estate | 0.44 | 1.79 |
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