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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) | ₹15550 Cr | ₹8512 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 | 0.48% | 0.46% |
| 6 Month | 3.19% | 3.3% |
| 1 Year | 6.71% | 6.86% |
| 3 Year | 7.05% | 7.08% |
| 5 Year | 5.71% | 5.69% |
SIP Return Analysis
| Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 1.53% |
| 1 Year | 6.55% | 6.68% |
| 3 Year | 7.09% | 7.18% |
| 5 Year | 6.5% | 6.51% |
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 | 0.40% | 0.40% |
| Sharp | 0.84% | 0.87% |
| Beta | 0.51% | - |
| Alpha | -0.01% | - |
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 | 28.65 | 35.13 |
| Large Cap | 45.22 | 46.83 |
| Mid Cap | 20.57 | 15.05 |
| Small Cap | 5.57 | 2.99 |
Sector Allocation
| Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.42 | 33.66 |
| Energy | 6.62 | 4.74 |
| Utilities | 4.42 | 1.8 |
| Industrials | 5.26 | 4.14 |
| Technology | 6.32 | 4.83 |
| Basic Materials | 7.71 | 6.6 |
| Healthcare | 4.69 | 4.28 |
| Consumer Defensive | 4.61 | 4.8 |
| Financial Services | 22.98 | 25 |
| Consumer Cyclical | 5.98 | 6.55 |
| Real Estate | 1.07 | 0.79 |
| Communication Services | 3.91 | 2.8 |
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