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Tata Arbitrage Fund vs UTI 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 Risk | Low Risk |
| Asset Size (Cr) | ₹12921 Cr | ₹6518 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 | 0.58% | 0.62% |
| 6 Month | 3.45% | 3.56% |
| 1 Year | 7.17% | 7.4% |
| 3 Year | 6.33% | 6.43% |
| 5 Year | 5.47% | 5.44% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.96% | 7.2% |
| 3 Year | 7% | 7.16% |
| 5 Year | 6.12% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.21% | 6.72% |
| 3 Year | 4.79% | 6.66% |
| 5 Year | 5.34% | 7.02% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.593% | 0.622% |
| Sharp | -0.246% | -0.037% |
| 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 |
| Fund Manage | 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 | 31.84 | 30.97 |
| Large Cap | -0.24 | -0.33 |
| Mid Cap | -0.08 | -0.11 |
| Small Cap | 0 | 0 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.81 | 30.89 |
| Petroleum Products | -0.02 | -0.02 |
| Electrical Equipment | -0.01 | -0.01 |
| Industrial Products | -0.01 | 0 |
| IT - Software | -0.02 | -0.05 |
| Pharmaceuticals & Biotechnology | 0.02 | 0.05 |
| Cement & Cement Products | -0.02 | -0.03 |
| Personal Products | -0.01 | 0 |
| Construction | -0.01 | 0 |
| Ferrous Metals | 0 | -0.0099999999999999 |
| Finance | -0.02 | -0.02 |
| Capital Markets | -0.01 | 0 |
| Banks | -0.07 | -0.099999999999999 |
| Diversified FMCG | 0.01 | 0 |
| Non - Ferrous Metals | 0 | 0 |
| Agricultural, Commercial & Construction Vehicles | 0 | 0 |
| Chemicals & Petrochemicals | 0 | 0 |
| Leisure Services | 0 | 0 |
| Automobiles | -0.04 | -0.04 |
| Aerospace & Defense | -0.01 | -0.01 |
| Realty | -0.01 | -0.02 |
| Transport Services | -0.01 | 0 |
| Telecom - Services | -0.02 | -0.02 |
| Insurance | 0 | 0 |
| Gas | 0 | 0 |
| Fertilizers & Agrochemicals | 0 | -0.01 |
| Consumer Durables | 0 | -0.01 |
| Entertainment | 0 | - |
| Agricultural Food & other Products | 0 | 0 |
| Diversified Metals | 0 | -0.01 |
| Oil | 0 | 0 |
| Food Products | 0 | -0.01 |
| Power | -0.01 | 0 |
| Auto Components | 0 | 0 |
| Healthcare Services | 0 | 0 |
| Metals & Minerals Trading | -0.01 | -0.0099999999999999 |
| Consumable Fuels | 0 | 0 |
| Minerals & Mining | 0 | -0.01 |
| Retailing | 0 | -0.01 |
| Beverages | 0 | 0 |
| Transport Infrastructure | -0.01 | -0.01 |
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