UTI Arbitrage Fund vs Invesco India Arbitrage Fund compare

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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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 Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Fund Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹16336 Cr ₹5521 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Apr 2007 22 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 2126% 1110%
Expense Ratio 1.06 0.9
Manager Deepak Gupta Deepesh Agarwal
ISIN Code INF205K01122 INF789FB1RJ0
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.58% 0.59%
6 Month 3.62% 3.65%
1 Year 7.66% 7.73%
3 Year 6.2% 5.83%
5 Year 5.42% 5.27%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.7% 3.73%
3 Year 10.7% 10.27%
5 Year 15.93% 15.31%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 4.82% 4.67%
3 Year 12.58% 12%
5 Year 16.12% 15.47%

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.66% 0.68%
Sharp -0.86% -1.31%
Beta 0.79% 0.87%
Alpha -0.03% -0.33%

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Fund Managers

Scheme Name Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option
Name Deepak Gupta Deepesh Agarwal
Total AUM ₹12015 Cr ₹35015 Cr
Fund Manage 2 9
Invesco India Arbitrage Fund - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Arbitrage Fund - Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Others -42.19 16.28
Large Cap 34.55 46.86
Mid Cap 5.64 15.07
Small Cap 1.74 3.53

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option

Automobile -7.0776717819854E-16 -0.030000000000001
Financial -0.13 1.69
Capital Goods -0.02 -0.04
Consumer Staples -0.019999999999999 0.08
Chemicals -2.7755575615629E-17 0.03
Metals & Mining -0.04 -0.08
Energy -0.04 2.65
Healthcare -0.01 -0.040000000000001
Construction 0 -0.01
Consumer Discretionary 0 -0.01
Services 0 0.9
Diversified 0 0
Materials -2.2204460492503E-16 -0.030000000000001
Technology 0 -0.0099999999999999
Others - 76.69
Communication - -0.050000000000001

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