UTI Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹15931 Cr | ₹9149 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Jun 2014 | 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 | 370% | 1110% |
Expense Ratio | 1.05 | 0.74 |
Manager | Dhawal Dalal | Deepesh Agarwal |
ISIN Code | INF754K01EF3 | INF789FB1RJ0 |
Exits Load | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.37% | 0.39% |
6 Month | 3.13% | 3.26% |
1 Year | 6.55% | 6.72% |
3 Year | 7.05% | 7.09% |
5 Year | 5.7% | 5.69% |
SIP Return Analysis
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.34% | 1.37% |
1 Year | 6.15% | 6.34% |
3 Year | 6.97% | 7.07% |
5 Year | 6.46% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.24% | 6.86% |
3 Year | 5.95% | 6.68% |
5 Year | 5.41% | 6.97% |
Risk Management
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.42% | 0.41% |
Sharp | 0.71% | 0.81% |
Beta | 0.51% | - |
Alpha | -0.07% | - |
Fund Managers
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhawal Dalal | Deepesh Agarwal |
Total AUM | ₹25974 Cr | ₹35015 Cr |
Funds Managed | 12 | 9 |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.65 | 35.13 |
Large Cap | 45.22 | 46.83 |
Mid Cap | 20.57 | 15.05 |
Small Cap | 5.57 | 2.99 |
Sector Allocation
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.42 | 33.66 |
Energy | 6.62 | 4.74 |
Utilities | 4.42 | 1.8 |
Industrials | 5.26 | 4.14 |
Technology | 6.32 | 4.83 |
Basic Materials | 7.71 | 6.6 |
Healthcare | 4.69 | 4.28 |
Consumer Defensive | 4.61 | 4.8 |
Financial Services | 22.98 | 25 |
Consumer Cyclical | 5.98 | 6.55 |
Real Estate | 1.07 | 0.79 |
Communication Services | 3.91 | 2.8 |
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