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 | 0.51% | 0.47% |
6 Month | 3.31% | 3.36% |
1 Year | 6.92% | 7.07% |
3 Year | 6.94% | 7.05% |
5 Year | 5.59% | 5.66% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.65% | 1.67% |
1 Year | 6.82% | 6.99% |
3 Year | 7.13% | 7.3% |
5 Year | 6.4% | 6.53% |
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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