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) ₹12537 Cr ₹6144 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 1.09 0.75
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 0.6% 0.55%
6 Month 3.57% 3.56%
1 Year 7.46% 7.51%
3 Year 6.5% 6.4%
5 Year 5.51% 5.42%

SIP Return Analysis

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.13% 7.14%
3 Year 7.16% 7.14%
5 Year 6.26% 6.21%

Rolling Lumpsum Returns

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 6.19% 6.72%
3 Year 5.83% 6.66%
5 Year 5.37% 7.02%

Risk Management

Scheme Name Edelweiss Arbitrage Fund- Regular Plan- Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.68% 0.68%
Sharp -1.35% -1.31%
Beta 0.21% 0.87%
Alpha -0.92% -0.33%

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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
Fund Manage 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 -34.62 30.97
Large Cap 25 -0.33
Mid Cap 8.23 -0.11
Small Cap 3.06 0

Sector Allocation

Scheme Name

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Materials -5.5511151231258E-17 -
Capital Goods -0.0099999999999997 -
Financial 1.63 -
Chemicals 0.03 -
Consumer Staples -0.01 -
Automobile -8.3266726846887E-17 -
Services 0.02 -
Healthcare -5.5511151231258E-17 -
Metals & Mining -0.02 -
Energy -0.02 -
Technology -0.01 -
Construction 0 0
Consumer Discretionary 0.06 -
Others - 30.89
Petroleum Products - -0.02
Electrical Equipment - -0.01
Industrial Products - 0
IT - Software - -0.05
Pharmaceuticals & Biotechnology - 0.05
Ferrous Metals - -0.0099999999999999
Finance - -0.02
Banks - -0.099999999999999
Diversified FMCG - 0
Non - Ferrous Metals - 0
Agricultural, Commercial & Construction Vehicles - 0
Cement & Cement Products - -0.03
Chemicals & Petrochemicals - 0
Leisure Services - 0
Automobiles - -0.04
Aerospace & Defense - -0.01
Realty - -0.02
Personal Products - 0
Transport Services - 0
Telecom - Services - -0.02
Insurance - 0
Capital Markets - 0
Gas - 0
Consumer Durables - -0.01
Agricultural Food & other Products - 0
Diversified Metals - -0.01
Oil - 0
Food Products - -0.01
Power - 0
Auto Components - 0
Metals & Minerals Trading - -0.0099999999999999
Healthcare Services - 0
Consumable Fuels - 0
Minerals & Mining - -0.01
Fertilizers & Agrochemicals - -0.01
Retailing - -0.01
Transport Infrastructure - -0.01
Beverages - 0

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