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Tata Arbitrage Fund vs UTI Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹12921 Cr | ₹6518 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 2018 | 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 | 487.73% | 1110% |
| Expense Ratio | 1.08 | 0.74 |
| Manager | Sailesh Jain | Deepesh Agarwal |
| ISIN Code | INF277K015Q7 | INF789FB1RJ0 |
| Exits Load | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.68% | 0.7% |
| 6 Month | 3.62% | 3.75% |
| 1 Year | 7.24% | 7.44% |
| 3 Year | 6.63% | 6.75% |
| 5 Year | 5.46% | 5.5% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.95% | 2% |
| 1 Year | 7.47% | 7.68% |
| 3 Year | 7.3% | 7.47% |
| 5 Year | 6.36% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.21% | 6.72% |
| 3 Year | 4.79% | 6.66% |
| 5 Year | 5.34% | 7.02% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.592% | 0.617% |
| Sharp | -0.416% | -0.152% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Deepesh Agarwal |
| Total AUM | ₹17041 Cr | ₹35015 Cr |
| Funds Managed | 7 | 9 |
| Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 101.54 | 97.1 |
| Large Cap | 46.75 | 44.49 |
| Small Cap | 2.95 | 2.47 |
| Mid Cap | 15.2 | 11.54 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100.82 | 97.05 |
| Communication Services | 2.93 | 2.02 |
| Energy | 7.06 | 5.75 |
| Utilities | 3.52 | 2.2 |
| Industrials | 6.06 | 5.13 |
| Technology | 2.15 | 3.79 |
| Basic Materials | 8.71 | 5.9 |
| Healthcare | 1.77 | 2.43 |
| Consumer Defensive | 3.15 | 1.49 |
| Financial Services | 19.96 | 22.63 |
| Consumer Cyclical | 8.77 | 5.77 |
| Real Estate | 1.53 | 1.43 |
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