Edelweiss Arbitrage Fund vs UTI Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹16720 Cr | ₹10720 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 | 0.47% | 0.48% |
| 6 Month | 2.81% | 2.88% |
| 1 Year | 6.35% | 6.51% |
| 3 Year | 7.05% | 7.12% |
| 5 Year | 5.86% | 5.85% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.46% |
| 1 Year | 5.93% | 6.11% |
| 3 Year | 6.77% | 6.9% |
| 5 Year | 6.49% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.28% | 6.81% |
| 3 Year | 6.06% | 6.7% |
| 5 Year | 5.45% | 6.94% |
Risk Management
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.40% | 0.68% |
| Sharp | 1.06% | 2.7% |
| Beta | 0.45% | 0.49% |
| Alpha | -0.03% | 0.47% |
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 | 23.89 | 25.51 |
| Large Cap | 43.64 | 50.61 |
| Mid Cap | 26.12 | 19.51 |
| Small Cap | 6.35 | 4.37 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.21 | 24.08 |
| Energy | 6.89 | 3.77 |
| Industrials | 6.27 | 4.57 |
| Technology | 5.4 | 4.04 |
| Basic Materials | 10.08 | 9.32 |
| Healthcare | 4.97 | 4.09 |
| Consumer Defensive | 5.07 | 5.63 |
| Financial Services | 25.54 | 29.36 |
| Consumer Cyclical | 5.94 | 8.87 |
| Real Estate | 1.46 | 1.95 |
| Utilities | 3.1 | 1.41 |
| Communication Services | 3.06 | 2.92 |
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