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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) | ₹14982 Cr | ₹7308 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 | 0.57% | 0.61% |
| 6 Month | 3.39% | 3.47% |
| 1 Year | 6.9% | 7.11% |
| 3 Year | 6.84% | 6.95% |
| 5 Year | 5.52% | 5.58% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.64% | 1.69% |
| 1 Year | 6.85% | 7.08% |
| 3 Year | 7.13% | 7.31% |
| 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 | 5.38% | 6.8% |
| 3 Year | 4.87% | 6.66% |
| 5 Year | 5.36% | 6.98% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.51% | 0.56% |
| Sharp | 0.01% | 0.15% |
| 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 | 36.41 | 31.18 |
| Large Cap | 45.84 | 50.6 |
| Small Cap | 3.51 | 4.3 |
| Mid Cap | 14.24 | 13.92 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.34 | 29.44 |
| Communication Services | 3.24 | 2.75 |
| Basic Materials | 5.57 | 7.17 |
| Energy | 5.94 | 6.13 |
| Utilities | 3.49 | 1.61 |
| Industrials | 6.33 | 5.23 |
| Technology | 3.98 | 6.68 |
| Healthcare | 4.63 | 4.26 |
| Consumer Defensive | 5.88 | 4.07 |
| Financial Services | 19.65 | 24.99 |
| Consumer Cyclical | 5.15 | 6.67 |
| Real Estate | 1.8 | 1 |
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