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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) | ₹10465 Cr | ₹8400 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 | 0.58% | 0.55% |
| 6 Month | 2.93% | 2.86% |
| 1 Year | 6.47% | 6.28% |
| 3 Year | 7.14% | 6.93% |
| 5 Year | 5.9% | 5.8% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | 1.5% |
| 1 Year | 6.15% | 5.96% |
| 3 Year | 6.88% | 6.68% |
| 5 Year | 6.56% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.79% | 6.06% |
| 3 Year | 6.71% | 5.85% |
| 5 Year | 6.93% | 5.27% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.66% |
| Sharp | 2.46% | 2.06% |
| Beta | 0.5% | 0.48% |
| Alpha | 0.36% | 0.2% |
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 | 23.36 | 25.25 |
| Large Cap | 53.44 | 45.82 |
| Mid Cap | 18.7 | 24.37 |
| Small Cap | 4.5 | 4.56 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.6 | 21.82 |
| Energy | 3.82 | 3.26 |
| Industrials | 5.8 | 6.15 |
| Technology | 3.08 | 3.37 |
| Basic Materials | 8.66 | 9.69 |
| Healthcare | 4.76 | 4.07 |
| Consumer Defensive | 5.68 | 3.79 |
| Financial Services | 30.13 | 26.75 |
| Consumer Cyclical | 9.49 | 11.15 |
| Utilities | 1.51 | 2.36 |
| Communication Services | 3.54 | 4.99 |
| Real Estate | 1.91 | 2.6 |
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