UTI Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹12906 Cr | ₹6518 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Jun 2014 | 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 | 370% | 1110% |
Expense Ratio | 1.05 | 0.74 |
Manager | Dhawal Dalal | Deepesh Agarwal |
ISIN Code | INF754K01EF3 | INF789FB1RJ0 |
Exits Load | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.68% | 0.7% |
6 Month | 3.73% | 3.75% |
1 Year | 7.34% | 7.46% |
3 Year | 6.71% | 6.66% |
5 Year | 5.5% | 5.51% |
SIP Return Analysis
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.63% | 1.63% |
1 Year | 6.86% | 6.95% |
3 Year | 7.16% | 7.19% |
5 Year | 6.31% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.19% | 6.72% |
3 Year | 5.83% | 6.66% |
5 Year | 5.37% | 7.02% |
Risk Management
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.607% | 0.617% |
Sharp | 0.16% | -0.152% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhawal Dalal | Deepesh Agarwal |
Total AUM | ₹25974 Cr | ₹35015 Cr |
Funds Managed | 12 | 9 |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 103.13 | 97.1 |
Large Cap | 49.6 | 44.49 |
Mid Cap | 15.88 | 11.54 |
Small Cap | 4.67 | 2.47 |
Sector Allocation
Scheme Name |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 102.49 | 97.05 |
Energy | 7.16 | 5.75 |
Utilities | 3.06 | 2.2 |
Industrials | 6.73 | 5.13 |
Technology | 4.79 | 3.79 |
Healthcare | 3.08 | 2.43 |
Basic Materials | 9.92 | 5.9 |
Consumer Defensive | 1.93 | 1.49 |
Financial Services | 22.68 | 22.63 |
Consumer Cyclical | 7.6 | 5.77 |
Real Estate | 0.52 | 1.43 |
Communication Services | 3.33 | 2.02 |
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