Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Arbitrage Fund vs Tata Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Tata Arbitrage Fund-Regular Plan-Growth

Invest Now

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

Invest Now

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) ₹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 0.7% 0.7%
6 Month 3.63% 3.75%
1 Year 7.23% 7.46%
3 Year 6.55% 6.66%
5 Year 5.45% 5.51%

SIP Return Analysis

Scheme Name Tata Arbitrage Fund-Regular Plan-Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.56% 1.63%
1 Year 6.71% 6.95%
3 Year 7.02% 7.19%
5 Year 6.16% 6.29%

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 0.592% 0.617%
Sharp -0.416% -0.152%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 101.54 97.1
Large Cap 46.75 44.49
Small Cap 2.95 2.47
Mid Cap 15.2 11.54

Sector Allocation

Scheme Name

Tata Arbitrage Fund-Regular Plan-Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 100.82 97.05
Communication Services 2.93 2.02
Energy 7.06 5.75
Utilities 3.52 2.2
Industrials 6.06 5.13
Technology 2.15 3.79
Basic Materials 8.71 5.9
Healthcare 1.77 2.43
Consumer Defensive 3.15 1.49
Financial Services 19.96 22.63
Consumer Cyclical 8.77 5.77
Real Estate 1.53 1.43

Top Comparisons

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.78%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.78%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns14.12%

VS

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns17.43%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns21.11%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns18.65%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns18.5%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns16.96%

Compare Now
Add to Cart Successfully