Bajaj Finserv Arbitrage Fund Regular vs UTI Arbitrage Fund compare

Link copied to clipboard!

Bajaj Finserv Arbitrage Fund Regular - Growth

Invest Now

UTI Arbitrage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹1257 Cr	₹10106 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

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month	0.45%	0.48%
6 Month	2.73%	2.91%
1 Year	5.88%	6.49%
3 Year	-	7.21%
5 Year	-	5.83%

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month	1.39%	1.45%
1 Year	5.7%	6.14%
3 Year	-	6.94%
5 Year	-	6.51%

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%

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation	-	0.68%
Sharp	-	2.35%
Beta	-	0.52%
Alpha	-	0.35%

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

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	27.7	20.86
Large Cap	41.71	-0.4
Mid Cap	22.43	-0.07
Small Cap	8.17	-0.01

Scheme Name	Bajaj Finserv Arbitrage Fund Regular - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	27.08	20.86
Energy	6.2	-
Industrials	4.96	-
Basic Materials	8.05	-
Consumer Defensive	1.92	-
Financial Services	32.61	-
Healthcare	2.34	-
Consumer Cyclical	5.95	-
Technology	4.21	-
Utilities	2.2	-
Communication Services	4.03	-
Real Estate	0.44	-
Petroleum Products	-	-0.02
Cement & Cement Products	-	-0.02
Pharmaceuticals & Biotechnology	-	-0.02
Personal Products	-	0
Construction	-	0
Ferrous Metals	-	-0.02
Finance	-	-0.03
Capital Markets	-	0
Healthcare Services	-	-0.01
Banks	-	-0.15
Diversified FMCG	-	-0.02
Non - Ferrous Metals	-	-0.02
Electrical Equipment	-	0
Leisure Services	-	0
Automobiles	-	-0.02
Aerospace & Defense	-	-0.02
Auto Components	-	0
Insurance	-	0
Power	-	-0.01
Telecom - Services	-	-0.02
Gas	-	0
IT - Services	-	0
Transport Services	-	0
Consumer Durables	-	-0.02
Agricultural Food & other Products	-	-0.01
Industrial Products	-	0
Beverages	-	-0.02
Diversified Metals	-	0
Realty	-	-0.01
Food Products	-	-0.01
Industrial Manufacturing	-	0
IT - Software	-	-0.01
Chemicals & Petrochemicals	-	0
Financial Technology (Fintech)	-	0
Metals & Minerals Trading	-	0
Minerals & Mining	-	0
Fertilizers & Agrochemicals	-	0
Retailing	-	-0.02
Transport Infrastructure	-	0