Axis Arbitrage Fund vs UTI Arbitrage Fund compare

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

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Fund UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹6144 Cr ₹5515 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Jun 2006 14 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1110% 64.15%
Expense Ratio 0.75 1
Manager Deepesh Agarwal Devang Shah
ISIN Code INF789FB1RJ0 INF846K01QC8
Exits Load UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Axis 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 UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.55% 0.52%
6 Month 3.41% 3.26%
1 Year 7.58% 7.39%
3 Year 6.33% 6.23%
5 Year 5.42% 5.32%

SIP Return Analysis

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.26% 7.04%
3 Year 7.12% 6.93%
5 Year 6.17% 6.06%

Rolling Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.66% 5.99%
3 Year 6.68% 5.56%
5 Year 7.06% 5.17%

Risk Management

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.68% 0.66%
Sharp -1.31% -1.31%
Beta 0.87% 0.8%
Alpha -0.33% -0.34%

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Fund Managers

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Name Deepesh Agarwal Devang Shah
Total AUM ₹35015 Cr ₹60014 Cr
Fund Manage 9 15
UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 30.97 -41.16
Large Cap -0.33 47.17
Mid Cap -0.11 18.9
Small Cap 0 4.29

Sector Allocation

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 30.89 -41.16
Petroleum Products -0.02 5.19
Electrical Equipment -0.01 0.48
Industrial Products 0 1.04
IT - Software -0.05 5.27
Pharmaceuticals & Biotechnology 0.05 2.88
Construction 0 1.66
Ferrous Metals -0.0099999999999999 1.56
Finance -0.02 5.33
Banks -0.099999999999999 13.77
Diversified FMCG 0 1.08
Non - Ferrous Metals 0 1.84
Agricultural, Commercial & Construction Vehicles 0 0.42
Cement & Cement Products -0.03 1.98
Chemicals & Petrochemicals 0 1.22
Leisure Services 0 0.75
Automobiles -0.04 2.74
Aerospace & Defense -0.01 2.48
Realty -0.02 2.31
Personal Products 0 0.32
Transport Services 0 0.4
Telecom - Services -0.02 3.02
Insurance 0 0.28
Capital Markets 0 1.5
Gas 0 0.02
Consumer Durables -0.01 1
Agricultural Food & other Products 0 0.37
Diversified Metals -0.01 1.95
Oil 0 -
Food Products -0.01 0.15
Power 0 3.94
Auto Components 0 0.61
Metals & Minerals Trading -0.0099999999999999 -
Healthcare Services 0 0.18
Consumable Fuels 0 0.01
Minerals & Mining -0.01 0.72
Fertilizers & Agrochemicals -0.01 0.81
Retailing -0.01 0.84
Transport Infrastructure -0.01 2.12
Beverages 0 0.1
Entertainment - 0.02

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