Nippon India Arbitrage Fund vs UTI Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹15383 Cr | ₹8512 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Oct 2010 | 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 | 1243% | 1110% |
Expense Ratio | 1.07 | 0.74 |
Manager | Anju Chhajer | Deepesh Agarwal |
ISIN Code | INF204K01IY1 | INF789FB1RJ0 |
Exits Load | Nippon India Arbitrage Fund - Growth charges 0.25% 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.44% | 0.46% |
6 Month | 3.01% | 3.25% |
1 Year | 6.48% | 6.9% |
3 Year | 6.81% | 7.02% |
5 Year | 5.56% | 5.68% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.5% | 1.58% |
1 Year | 6.39% | 6.78% |
3 Year | 6.93% | 7.21% |
5 Year | 6.34% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.63% | 6.86% |
3 Year | 6.3% | 6.68% |
5 Year | 6% | 6.97% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.37% | 0.40% |
Sharp | 0.39% | 0.87% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anju Chhajer | Deepesh Agarwal |
Total AUM | ₹71679 Cr | ₹35015 Cr |
Funds Managed | 13 | 9 |
Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.02 | 35.13 |
Large Cap | 47.22 | 46.83 |
Small Cap | 3.11 | 2.99 |
Mid Cap | 17.65 | 15.05 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.86 | 33.66 |
Energy | 6.09 | 4.74 |
Utilities | 3.1 | 1.8 |
Industrials | 6.5 | 4.14 |
Technology | 4.76 | 4.83 |
Basic Materials | 7.33 | 6.6 |
Healthcare | 6.62 | 4.28 |
Consumer Defensive | 3.71 | 4.8 |
Financial Services | 20.95 | 25 |
Consumer Cyclical | 6.21 | 6.55 |
Real Estate | 1.51 | 0.79 |
Communication Services | 3.37 | 2.8 |
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