Bajaj Finserv Arbitrage Fund Regular vs UTI Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹951 Cr | ₹6518 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 1110% |
Expense Ratio | 0.95 | 0.74 |
Manager | Siddharth Chaudhary | Deepesh Agarwal |
ISIN Code | INF0QA701490 | INF789FB1RJ0 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.62% | 0.69% |
6 Month | 3.37% | 3.68% |
1 Year | 6.75% | 7.47% |
3 Year | - | 6.64% |
5 Year | - | 5.45% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.97% | 2.16% |
1 Year | 6.76% | 7.43% |
3 Year | - | 7.33% |
5 Year | - | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.8% | 6.72% |
3 Year | - | 6.66% |
5 Year | - | 7.02% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 0.617% |
Sharp | - | -0.152% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Deepesh Agarwal |
Total AUM | ₹7136 Cr | ₹35015 Cr |
Funds Managed | 8 | 9 |
Bajaj Finserv Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.37 | 97.1 |
Large Cap | 58.2 | 44.49 |
Small Cap | 2.57 | 2.47 |
Mid Cap | 11.86 | 11.54 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.03 | 97.05 |
Energy | 9.44 | 5.75 |
Utilities | 5.05 | 2.2 |
Industrials | 6.42 | 5.13 |
Technology | 2.47 | 3.79 |
Basic Materials | 5.28 | 5.9 |
Healthcare | 1.96 | 2.43 |
Consumer Defensive | 1.5 | 1.49 |
Financial Services | 29.56 | 22.63 |
Consumer Cyclical | 5.92 | 5.77 |
Communication Services | 4.48 | 2.02 |
Real Estate | 0.88 | 1.43 |
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