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) | ₹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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