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) ₹11519 Cr ₹5521 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹150 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2018 22 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Close Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 487.73% 1110%
Expense Ratio 1.07 0.9
Manager Sailesh Jain Deepesh Agarwal
ISIN Code INF277K015Q7 INF789FB1RJ0
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.58% 0.59%
6 Month 3.58% 3.65%
1 Year 7.56% 7.73%
3 Year 5.73% 5.83%
5 Year 5.34% 5.27%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.64% 3.73%
3 Year 10.09% 10.27%
5 Year 15.19% 15.31%

Rolling Lumpsum Returns

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 4.72% 4.67%
3 Year 11.96% 12%
5 Year 15.38% 15.47%

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

Large Cap 27.94 46.86
Others -31.8 16.28
Small Cap 2.74 3.53
Mid Cap 5.41 15.07

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Financial 2.77 1.69
Energy -0.04 2.65
Capital Goods -0.02 -0.04
Metals & Mining -0.02 -0.08
Consumer Staples 2.2204460492503E-16 0.08
Communication 1.69 -0.05
Automobile -0.03 -0.030000000000001
Services -0.01 0.9
Materials -0.01 -0.03
Healthcare -0.02 -0.039999999999999
Construction 0 -0.01
Chemicals -0.0099999999999999 0.03
Technology -0.01 -0.0099999999999999
Diversified 0 0
Others - 76.69
Consumer Discretionary - -0.01

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