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UTI Arbitrage Fund vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹15922 Cr | ₹7863 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 2018 | 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 | 487.73% | 1110% |
| Expense Ratio | 1.08 | 0.74 |
| Manager | Sailesh Jain | Deepesh Agarwal |
| ISIN Code | INF277K015Q7 | INF789FB1RJ0 |
| Exits Load | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.64% | 0.55% |
| 6 Month | 3.45% | 3.45% |
| 1 Year | 6.97% | 7.08% |
| 3 Year | 6.98% | 7.07% |
| 5 Year | 5.62% | 5.68% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.71% | 1.66% |
| 1 Year | 6.98% | 7% |
| 3 Year | 7.18% | 7.3% |
| 5 Year | 6.44% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.51% | 6.86% |
| 3 Year | 4.92% | 6.68% |
| 5 Year | 5.38% | 6.97% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.49% | 0.54% |
| Sharp | 0.12% | 0.30% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Deepesh Agarwal |
| Total AUM | ₹17041 Cr | ₹35015 Cr |
| Funds Managed | 7 | 9 |
| Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 37.85 | 31.6 |
| Large Cap | 42.3 | 47.39 |
| Mid Cap | 15.77 | 16.85 |
| Small Cap | 4.09 | 4.17 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.72 | 29.51 |
| Communication Services | 3.3 | 3.11 |
| Basic Materials | 5.9 | 8.19 |
| Energy | 5.83 | 5.93 |
| Industrials | 6.21 | 4.78 |
| Technology | 3.95 | 5.56 |
| Healthcare | 5.61 | 4.94 |
| Consumer Defensive | 5.42 | 4.88 |
| Financial Services | 18.62 | 23.91 |
| Consumer Cyclical | 5.81 | 6.67 |
| Utilities | 4 | 1.64 |
| Real Estate | 1.62 | 0.88 |
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