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) | ₹15895 Cr | ₹10106 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 | 0.47% | 0.48% |
| 6 Month | 2.82% | 2.91% |
| 1 Year | 6.16% | 6.49% |
| 3 Year | 6.96% | 7.21% |
| 5 Year | 5.71% | 5.83% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.39% | 1.42% |
| 1 Year | 5.79% | 6.04% |
| 3 Year | 6.63% | 6.9% |
| 5 Year | 6.33% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.59% | 6.83% |
| 3 Year | 6.31% | 6.7% |
| 5 Year | 5.93% | 6.94% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.68% |
| Sharp | 2.2% | 2.7% |
| Beta | 0.48% | 0.49% |
| Alpha | 0.22% | 0.47% |
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 | 25.01 | 21.92 |
| Large Cap | 51.95 | 53.38 |
| Mid Cap | 19.68 | 21.18 |
| Small Cap | 3.37 | 3.51 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.9 | 20.85 |
| Energy | 5.98 | 4.1 |
| Industrials | 6.69 | 5.06 |
| Basic Materials | 11.23 | 9.05 |
| Healthcare | 4.39 | 4.35 |
| Consumer Defensive | 5.31 | 5.76 |
| Financial Services | 23.7 | 31.05 |
| Technology | 3.23 | 4.37 |
| Consumer Cyclical | 6.53 | 8.95 |
| Real Estate | 1.42 | 1.79 |
| Utilities | 3.39 | 1.9 |
| Communication Services | 4.22 | 2.77 |
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