- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Arbitrage Fund vs Axis Arbitrage Fund compare
UTI Arbitrage Fund - Regular Plan - Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹9149 Cr | ₹7545 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jun 2006 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1110% | 64.15% |
| Expense Ratio | 0.74 | 0.99 |
| Manager | Deepesh Agarwal | Devang Shah |
| ISIN Code | INF789FB1RJ0 | INF846K01QC8 |
| Exits Load | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Axis 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 | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.39% | 0.36% |
| 6 Month | 3.26% | 3.14% |
| 1 Year | 6.72% | 6.48% |
| 3 Year | 7.09% | 6.88% |
| 5 Year | 5.69% | 5.59% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.32% |
| 1 Year | 6.34% | 6.11% |
| 3 Year | 7.07% | 6.86% |
| 5 Year | 6.48% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.86% | 6.03% |
| 3 Year | 6.68% | 5.77% |
| 5 Year | 6.97% | 5.21% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.41% |
| Sharp | 0.81% | 0.32% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepesh Agarwal | Devang Shah |
| Total AUM | ₹35015 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.13 | 33.49 |
| Large Cap | 46.83 | 43.42 |
| Small Cap | 2.99 | 4.4 |
| Mid Cap | 15.05 | 18.7 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | 31.52 |
| Energy | 4.74 | 3.83 |
| Utilities | 1.8 | 2.9 |
| Technology | 4.83 | 5.17 |
| Basic Materials | 6.6 | 7.27 |
| Healthcare | 4.28 | 3.43 |
| Consumer Defensive | 4.8 | 2.98 |
| Industrials | 4.14 | 4.7 |
| Financial Services | 25 | 26.13 |
| Consumer Cyclical | 6.55 | 6.41 |
| Communication Services | 2.8 | 3.56 |
| Real Estate | 0.79 | 2.1 |
Top Comparisons
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns7.82%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.69%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.31%
Kotak Savings Fund -Growth
3Y Returns6.9%
HDFC Liquid Fund - Growth Plan
3Y Returns6.95%
HSBC Liquid Fund - Regular Growth
3Y Returns6.98%
360 ONE FlexiCap Fund Regular - Growth
3Y Returns0%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.13%
