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) | ₹51 Cr | ₹7545 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 | 0.33% | 0.3% |
6 Month | 3.04% | 3.05% |
1 Year | 6.53% | 6.47% |
3 Year | 6.39% | 6.83% |
5 Year | 4.75% | 5.58% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.37% | 1.32% |
1 Year | 6.25% | 6.11% |
3 Year | 6.76% | 6.86% |
5 Year | 5.83% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 3.18% | 6.03% |
3 Year | 4.04% | 5.77% |
5 Year | 4.31% | 5.21% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.41% |
Sharp | -0.73% | 0.32% |
Beta | - | - |
Alpha | - | - |
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 | 31.76 | 33.49 |
Large Cap | 35.04 | 43.42 |
Mid Cap | 22.72 | 18.7 |
Small Cap | 10.48 | 4.4 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.95 | 31.52 |
Consumer Defensive | 0 | 2.98 |
Industrials | 6.87 | 4.7 |
Financial Services | 35.84 | 26.13 |
Healthcare | 2.87 | 3.43 |
Basic Materials | 9.77 | 7.27 |
Energy | 1.21 | 3.83 |
Consumer Cyclical | 4.04 | 6.41 |
Communication Services | 1.26 | 3.56 |
Real Estate | 0.74 | 2.1 |
Technology | 7.44 | 5.17 |
Utilities | - | 2.9 |
Top Comparisons
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns27.07%
UTI Mid Cap Fund-Growth Option
3Y Returns16.46%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.86%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.95%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns13.07%
Quant Flexi Cap Fund-Growth
3Y Returns15.68%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.03%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%