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Edelweiss Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Fund Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹16053 Cr ₹9167 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Jun 2014 29 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 370% 1110%
Expense Ratio 1.05 0.74
Manager Dhawal Dalal Deepesh Agarwal
ISIN Code INF754K01EF3 INF789FB1RJ0
Exits Load Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 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 Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.44% 0.45%
6 Month 2.66% 2.75%
1 Year 6.46% 6.62%
3 Year 7.07% 7.13%
5 Year 5.74% 5.72%

SIP Return Analysis

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.42% 1.46%
1 Year 6.1% 6.3%
3 Year 6.91% 7.03%
5 Year 6.49% 6.52%

Rolling Lumpsum Returns

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 6.25% 6.86%
3 Year 5.99% 6.69%
5 Year 5.42% 6.96%

Risk Management

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.42% 0.41%
Sharp 0.65% 0.79%
Beta 0.50% -
Alpha -0.10% -

Fund Managers

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Name Dhawal Dalal Deepesh Agarwal
Total AUM ₹25974 Cr ₹35015 Cr
Funds Managed 12 9
Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 24.04 21.57
Large Cap 46.34 54.1
Mid Cap 23.77 20.86
Small Cap 5.85 3.48

Sector Allocation

Scheme Name

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 22.42 20.38
Energy 7.19 5
Industrials 5.32 5.25
Technology 4.92 4.27
Basic Materials 8.25 8.05
Healthcare 3.66 4.02
Consumer Defensive 4.41 5.05
Financial Services 27.78 31.03
Consumer Cyclical 6.68 9.56
Real Estate 1.18 1.54
Utilities 4.46 2.09
Communication Services 3.73 3.74

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