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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) | ₹9167 Cr | ₹7578 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 | 0.45% | 0.46% |
| 6 Month | 2.77% | 2.68% |
| 1 Year | 6.6% | 6.38% |
| 3 Year | 7.1% | 6.9% |
| 5 Year | 5.7% | 5.61% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.86% | 0.82% |
| 1 Year | 5.06% | 4.89% |
| 3 Year | 6.62% | 6.42% |
| 5 Year | 6.29% | 6.15% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.86% | 6.04% |
| 3 Year | 6.69% | 5.79% |
| 5 Year | 6.96% | 5.23% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | 1.08% | 0.50% |
| 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 | 21.57 | 27.72 |
| Large Cap | 54.1 | 44.34 |
| Mid Cap | 20.86 | 23.65 |
| Small Cap | 3.48 | 4.29 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.38 | 25.94 |
| Energy | 5 | 3.8 |
| Industrials | 5.25 | 5.14 |
| Technology | 4.27 | 4.62 |
| Basic Materials | 8.05 | 7.25 |
| Healthcare | 4.02 | 2.71 |
| Consumer Defensive | 5.05 | 3.29 |
| Financial Services | 31.03 | 27.17 |
| Consumer Cyclical | 9.56 | 10.05 |
| Real Estate | 1.54 | 2.16 |
| Utilities | 2.09 | 2.94 |
| Communication Services | 3.74 | 4.93 |
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