ITI Arbitrage Fund Regular vs Edelweiss Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹49 Cr | ₹15550 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Sep 2019 | 27 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 370% |
Expense Ratio | 0.93 | 1.05 |
Manager | Vikrant Mehta | Dhawal Dalal |
ISIN Code | INF00XX01416 | INF754K01EF3 |
Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.48% | 0.49% |
6 Month | 3.26% | 3.18% |
1 Year | 6.78% | 6.79% |
3 Year | 6.35% | 7.01% |
5 Year | 4.75% | 5.7% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.44% | 1.41% |
1 Year | 6.56% | 6.44% |
3 Year | 6.84% | 7.06% |
5 Year | 5.84% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 3.18% | 6.24% |
3 Year | 4.04% | 5.95% |
5 Year | 4.31% | 5.41% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.53% | 0.40% |
Sharp | -0.75% | 0.84% |
Beta | - | 0.51% |
Alpha | - | -0.01% |
Fund Managers
Scheme Name | ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Name | Vikrant Mehta | Dhawal Dalal |
Total AUM | ₹698 Cr | ₹25974 Cr |
Funds Managed | 8 | 12 |
ITI Arbitrage Fund Regular - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 31.76 | 28.65 |
Large Cap | 35.04 | 45.22 |
Mid Cap | 22.72 | 20.57 |
Small Cap | 10.48 | 5.57 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 29.95 | 26.42 |
Consumer Defensive | 0 | 4.61 |
Industrials | 6.87 | 5.26 |
Financial Services | 35.84 | 22.98 |
Healthcare | 2.87 | 4.69 |
Basic Materials | 9.77 | 7.71 |
Energy | 1.21 | 6.62 |
Consumer Cyclical | 4.04 | 5.98 |
Communication Services | 1.26 | 3.91 |
Real Estate | 0.74 | 1.07 |
Technology | 7.44 | 6.32 |
Utilities | - | 4.42 |
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