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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) | ₹1205 Cr | ₹10465 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 | 0.62% | 0.63% |
| 6 Month | 2.91% | 3.02% |
| 1 Year | 6.02% | 6.52% |
| 3 Year | - | 7.15% |
| 5 Year | - | 5.94% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.57% |
| 1 Year | 5.86% | 6.24% |
| 3 Year | - | 6.9% |
| 5 Year | - | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.54% | 6.79% |
| 3 Year | - | 6.71% |
| 5 Year | - | 6.93% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.68% |
| Sharp | - | 2.46% |
| Beta | - | 0.5% |
| Alpha | - | 0.36% |
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 | 30.54 | 23.36 |
| Large Cap | 40.32 | 53.44 |
| Mid Cap | 21.61 | 18.7 |
| Small Cap | 7.52 | 4.5 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.63 | 21.6 |
| Energy | 4.67 | 3.82 |
| Industrials | 5.63 | 5.8 |
| Technology | 1.84 | 3.08 |
| Basic Materials | 9.06 | 8.66 |
| Consumer Defensive | 2.57 | 5.68 |
| Financial Services | 31.65 | 30.13 |
| Healthcare | 2.14 | 4.76 |
| Consumer Cyclical | 5.43 | 9.49 |
| Utilities | 1.75 | 1.51 |
| Communication Services | 4.84 | 3.54 |
| Real Estate | 0.78 | 1.91 |
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