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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) | ₹10720 Cr | ₹8084 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% | 0.45% |
| 6 Month | 2.85% | 2.76% |
| 1 Year | 6.52% | 6.32% |
| 3 Year | 7.15% | 6.95% |
| 5 Year | 5.83% | 5.74% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.37% |
| 1 Year | 6% | 5.79% |
| 3 Year | 6.87% | 6.67% |
| 5 Year | 6.51% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.81% | 6.06% |
| 3 Year | 6.7% | 5.84% |
| 5 Year | 6.94% | 5.26% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.66% |
| Sharp | 2.7% | 2.3% |
| Beta | 0.49% | 0.48% |
| Alpha | 0.47% | 0.29% |
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 | 25.51 | 26.14 |
| Large Cap | 50.61 | 43.38 |
| Mid Cap | 19.51 | 24.94 |
| Small Cap | 4.37 | 5.53 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.08 | 24.23 |
| Energy | 3.77 | 3.17 |
| Industrials | 4.57 | 5.36 |
| Basic Materials | 9.32 | 8.84 |
| Healthcare | 4.09 | 3.54 |
| Consumer Defensive | 5.63 | 3.7 |
| Financial Services | 29.36 | 27.28 |
| Consumer Cyclical | 8.87 | 10.3 |
| Utilities | 1.41 | 2.44 |
| Communication Services | 2.92 | 5.54 |
| Technology | 4.04 | 3.21 |
| Real Estate | 1.95 | 2.39 |
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