ITI Arbitrage Fund Regular vs Axis Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹50 Cr | ₹8400 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2019 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 64.15% |
| Expense Ratio | 0.93 | 0.99 |
| Manager | Vikrant Mehta | Devang Shah |
| ISIN Code | INF00XX01416 | INF846K01QC8 |
| Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis 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 | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.64% | 0.61% |
| 6 Month | 2.99% | 2.89% |
| 1 Year | 6.47% | 6.3% |
| 3 Year | 6.73% | 6.91% |
| 5 Year | 5.03% | 5.8% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 1.5% |
| 1 Year | 6.04% | 5.96% |
| 3 Year | 6.65% | 6.68% |
| 5 Year | 6% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 3.69% | 6.06% |
| 3 Year | 4.43% | 5.85% |
| 5 Year | 4.51% | 5.27% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.79% | 0.66% |
| Sharp | 1.6% | 2.06% |
| Beta | 0.43% | 0.48% |
| Alpha | 0.09% | 0.2% |
Fund Managers
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Devang Shah |
| Total AUM | ₹698 Cr | ₹60014 Cr |
| Funds Managed | 8 | 15 |
| ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.31 | 25.25 |
| Large Cap | 40.04 | 45.82 |
| Mid Cap | 18.59 | 24.37 |
| Small Cap | 13.06 | 4.56 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.33 | 21.82 |
| Industrials | 9.98 | 6.15 |
| Financial Services | 33.28 | 26.75 |
| Basic Materials | 11.45 | 9.69 |
| Utilities | 1.26 | 2.36 |
| Real Estate | 0.85 | 2.6 |
| Technology | 11.87 | 3.37 |
| Consumer Cyclical | 3.97 | 11.15 |
| Communication Services | - | 4.99 |
| Energy | - | 3.26 |
| Healthcare | - | 4.07 |
| Consumer Defensive | - | 3.79 |
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