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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) | ₹17291 Cr | ₹8512 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 | 0.5% | 0.5% |
| 6 Month | 3.25% | 3.28% |
| 1 Year | 6.75% | 6.89% |
| 3 Year | 6.91% | 7.03% |
| 5 Year | 5.59% | 5.67% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.6% | 1.58% |
| 1 Year | 6.73% | 6.78% |
| 3 Year | 7.08% | 7.21% |
| 5 Year | 6.41% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.51% | 6.86% |
| 3 Year | 4.92% | 6.68% |
| 5 Year | 5.38% | 6.97% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.40% |
| Sharp | 0.64% | 0.87% |
| Beta | - | - |
| Alpha | - | - |
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 | 39.01 | 35.13 |
| Large Cap | 41.73 | 46.83 |
| Mid Cap | 16.34 | 15.05 |
| Small Cap | 2.92 | 2.99 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.67 | 33.66 |
| Communication Services | 2.78 | 2.8 |
| Energy | 4.76 | 4.74 |
| Industrials | 6.04 | 4.14 |
| Technology | 6.11 | 4.83 |
| Basic Materials | 5.06 | 6.6 |
| Healthcare | 4.82 | 4.28 |
| Consumer Defensive | 5.24 | 4.8 |
| Financial Services | 17.49 | 25 |
| Consumer Cyclical | 6.51 | 6.55 |
| Utilities | 3.85 | 1.8 |
| Real Estate | 1.66 | 0.79 |
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