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UTI Arbitrage Fund vs Nippon India Arbitrage Fund compare

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tortoise-icon Nippon India Arbitrage Fund - Growth Plan - Growth Option

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Fund Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹16259 Cr ₹10720 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Oct 2010 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 1243% 1110%
Expense Ratio 1.07 0.74
Manager Anju Chhajer Deepesh Agarwal
ISIN Code INF204K01IY1 INF789FB1RJ0
Exits Load Nippon India Arbitrage Fund - Growth charges 0.25% 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 Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.45% 0.45%
6 Month 2.76% 2.85%
1 Year 6.2% 6.52%
3 Year 6.89% 7.15%
5 Year 5.72% 5.83%

SIP Return Analysis

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.4% 1.43%
1 Year 5.74% 6%
3 Year 6.6% 6.87%
5 Year 6.32% 6.51%

Rolling Lumpsum Returns

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 6.59% 6.81%
3 Year 6.31% 6.7%
5 Year 5.91% 6.94%

Risk Management

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.65% 0.68%
Sharp 2.2% 2.7%
Beta 0.48% 0.49%
Alpha 0.22% 0.47%

Fund Managers

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Name Anju Chhajer Deepesh Agarwal
Total AUM ₹71679 Cr ₹35015 Cr
Funds Managed 13 9
Nippon India Arbitrage Fund - Growth Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Arbitrage Fund - Growth Plan - Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 27.58 25.51
Large Cap 48.77 50.61
Mid Cap 19.83 19.51
Small Cap 3.82 4.37

Sector Allocation

Scheme Name

Nippon India Arbitrage Fund - Growth Plan - Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 25.15 24.08
Energy 5.46 3.77
Industrials 6.73 4.57
Technology 3.56 4.04
Basic Materials 11.89 9.32
Healthcare 5.01 4.09
Consumer Defensive 4.11 5.63
Financial Services 22.32 29.36
Consumer Cyclical 7.86 8.87
Real Estate 1.44 1.95
Utilities 2.57 1.41
Communication Services 3.87 2.92

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