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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) | ₹15931 Cr | ₹9149 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 | 0.29% | 0.33% |
| 6 Month | 3.01% | 3.17% |
| 1 Year | 6.56% | 6.73% |
| 3 Year | 7% | 7.05% |
| 5 Year | 5.7% | 5.69% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.37% |
| 1 Year | 6.15% | 6.34% |
| 3 Year | 6.97% | 7.07% |
| 5 Year | 6.46% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.24% | 6.86% |
| 3 Year | 5.95% | 6.68% |
| 5 Year | 5.41% | 6.97% |
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 | 0.71% | 0.81% |
| Beta | 0.51% | - |
| Alpha | -0.07% | - |
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 | 30.45 | 35.81 |
| Large Cap | 43.34 | 46.24 |
| Mid Cap | 21.34 | 15.51 |
| Small Cap | 4.87 | 2.45 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.34 | 34.33 |
| Energy | 6.35 | 4.62 |
| Utilities | 4.11 | 1.6 |
| Industrials | 5.21 | 4.05 |
| Technology | 6.29 | 4.43 |
| Basic Materials | 7.26 | 6.15 |
| Healthcare | 4.49 | 3.76 |
| Consumer Defensive | 4.24 | 4.46 |
| Financial Services | 23.33 | 25.39 |
| Consumer Cyclical | 5.82 | 7.19 |
| Real Estate | 0.95 | 1.03 |
| Communication Services | 3.59 | 2.98 |
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