UTI Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
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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