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) ₹5521 Cr ₹5237 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Jun 2006 20 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 0.9 1.01
Manager Deepesh Agarwal Devang Shah
ISIN Code INF789FB1RJ0 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.59% 0.57%
6 Month 3.65% 3.65%
1 Year 7.73% 7.61%
3 Year 5.83% 5.86%
5 Year 5.27% 5.19%

SIP Return Analysis

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.73% 3.68%
3 Year 10.27% 10.1%
5 Year 15.31% 15.06%

Rolling Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.67% 4.59%
3 Year 12% 11.86%
5 Year 15.47% 15.25%

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 16.28 26.31
Large Cap 46.86 38.5
Mid Cap 15.07 7.49
Small Cap 3.53 1.58

Sector Allocation

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 76.69 72.33
Financial 1.69 1.65
Automobile -0.030000000000001 -0.01
Chemicals 0.03 -5.5511151231258E-17
Consumer Staples 0.08 0.01
Consumer Discretionary -0.01 0
Materials -0.030000000000001 -0.0099999999999998
Technology -0.0099999999999999 -
Healthcare -0.040000000000001 -0.02
Metals & Mining -0.08 -0.06
Energy 2.65 -0.050000000000002
Capital Goods -0.04 -0.02
Construction -0.01 0.07
Communication -0.050000000000001 -0.01
Services 0.9 1.0408340855861E-17
Diversified 0 0

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