Tata Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

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

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Chart Comparison

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

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) ₹12432 Cr ₹6144 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 0.75
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 0.56% 0.55%
6 Month 3.32% 3.41%
1 Year 7.37% 7.58%
3 Year 6.24% 6.33%
5 Year 5.47% 5.42%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.06% 7.26%
3 Year 6.97% 7.12%
5 Year 6.07% 6.17%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 5.06% 6.66%
3 Year 4.72% 6.68%
5 Year 5.33% 7.06%

Risk Management

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.67% 0.68%
Sharp -1.47% -1.31%
Beta 0.84% 0.87%
Alpha -0.44% -0.33%

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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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