Axis Arbitrage Fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Arbitrage Fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Axis Arbitrage Fund (Direct) returned 7.3% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. Axis Arbitrage Fund charges 1.40% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 49.2%: they hold 125 of the same securities.
Which is better, Axis Arbitrage or UTI - Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Axis Arbitrage returned more over 5 years: 6.8% a year against 6.7%.
- Axis Arbitrage returned more over 3 years: 7.3% a year against 7.3%.
- UTI - Arbitrage costs less: 1.26% a year against 1.40% (Direct plans).
- UTI - Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.0%.
- Axis Arbitrage fell less in its worst fall since 21-08-2014: −0.6% against −0.7%.
- UTI - Arbitrage is the larger fund: ₹10,900 Cr against ₹10,168 Cr.
- Their portfolios overlap 49.2%: 125 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹10,168 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹22.09 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 1.40% | 1.26% |
| Expense ratio (Regular) | 2.09% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 14-08-2014 | 22-06-2006 |
| Minimum investment | ₹500 | Regular Plan-Growth- Rs.5000, Regular Plan - Growth-CanServe- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan - Growth-Can |
| Lock in | None | None |
| Fund managers | Devang Shah, Sachin Jain | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| Exit load | Exit load of 0.25% if redeemed within 15 days. | Exit load of 0.25%, if redeemed within 15 days. |
Axis Arbitrage vs UTI - Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | +0.52% | +1.52% | +3.22% | +6.68% | +7.31% | +6.84% | +6.44% |
| UTI - Arbitrage Fund (Direct) | +0.52% | +1.50% | +3.20% | +6.59% | +7.29% | +6.74% | +6.32% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Axis Arbitrage vs UTI - Arbitrage: Year-wise Returns
| Year | AxisAxis Arbitrage | UTI -UTI - Arbitrage |
|---|---|---|
| 2026to date | +5.44% | +5.35% |
| 2025 | +7.06% | +7.05% |
| 2024 | +8.26% | +8.28% |
| 2023 | +7.68% | +7.77% |
| 2022 | +4.95% | +4.64% |
| 2021 | +4.61% | +4.46% |
Axis Arbitrage vs UTI - Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,272 of them, one for each trading day from 21-08-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
to
May 2018Dec 2016
to
Dec 2019Jun 2018
to
Jun 2021Jan 2020
to
Jan 2023Aug 2021
to
Aug 2024Feb 2023
to
Feb 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Arbitrage | 0.0 | 10.7 | 89.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.8% | 4.6% | 7.8% |
| UTI - Arbitrage | 0.0 | 12.6 | 87.4 | 0.0 | 0.0 | 0.0 | 0.0 | 6.3% | 6.6% | 4.5% | 7.8% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 21-08-2014. Past returns do not promise future returns.
Axis Arbitrage vs UTI - Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 21-08-2014 to 30-10-2026: 147 instalments, ₹14,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis ArbitrageAxis Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,26,621 | ₹7,56,621 | 6.5% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,14,453 | ₹7,44,453 | 6.5% |
Axis ArbitrageAxis Arbitrage Fund (Direct)
UTI - ArbitrageUTI - Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Arbitrage vs UTI - Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.59% |
| Standard deviation | 1.33% | 1.25% |
| Sharpe ratio | 1.08 | 1.08 |
| Sortino ratio | 1.66 | 1.64 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.31% | +7.29% |
| Standard deviation | 1.05% | 1.03% |
| Sharpe ratio | 1.23 | 1.23 |
| Sortino ratio | 1.88 | 1.88 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +6.74% |
| Standard deviation | 0.97% | 0.97% |
| Sharpe ratio | 1.07 | 0.97 |
| Sortino ratio | 1.63 | 1.47 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.70% | +6.76% |
| Standard deviation | 1.02% | 1.00% |
| Sharpe ratio | 0.95 | 0.72 |
| Sortino ratio | 1.41 | 1.06 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 21-08-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 30-03-2020 | 5 days | −0.0% |
| UTI - Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.0% |
From daily values since 21-08-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Axis Arbitrage vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Arbitrage Fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 49.2%
- Held by both
- 125
- Only in Axis Arbitrage
- 29
- Only in UTI - Arbitrage
- 31
| Security | % of Axis Arbitrage | % of UTI - Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.06% | 5.02% |
| ICICI Bank Limited | 3.83% | 4.39% |
| Reliance Industries Limited | 3.77% | 4.78% |
| State Bank of India | 2.63% | 3.25% |
| Bharti Airtel Limited | 2.22% | 1.94% |
| Kotak Mahindra Bank Limited | 1.58% | 1.54% |
| Bharat Heavy Electricals Limited | 2.64% | 1.28% |
| Canara Bank | 1.19% | 1.95% |
| Vodafone Idea Limited | 1.14% | 1.52% |
| Indus Towers Limited | 1.12% | 1.55% |
| Infosys Limited | 1.15% | 1.11% |
| JSW Steel Limited | 1.04% | 1.35% |
| Coal India Limited | 1.19% | 1.02% |
| Glenmark Pharmaceuticals Limited | 0.93% | 1.50% |
| Axis Bank Limited | 1.38% | 0.92% |
| Manappuram Finance Limited | 0.87% | 1.15% |
| Jio Financial Services Limited | 1.07% | 0.84% |
| Steel Authority of India Limited | 0.80% | 1.81% |
| Cholamandalam Investment and Finance Company Ltd | 1.13% | 0.79% |
| Punjab National Bank | 0.79% | 1.57% |
| ITC Limited | 0.76% | 1.30% |
| Tata Steel Limited | 1.83% | 0.71% |
| LIC Housing Finance Limited | 0.70% | 0.71% |
| Life Insurance Corporation Of India | 0.69% | 1.03% |
| Yes Bank Limited | 0.66% | 1.71% |
| Crompton Greaves Consumer Electricals Limited | 0.61% | 0.75% |
| NMDC Limited | 0.60% | 1.34% |
| Hindalco Industries Limited | 1.16% | 0.59% |
| Bank of Baroda | 0.47% | 0.69% |
| Divi's Laboratories Limited | 1.25% | 0.46% |
| Hindustan Unilever Limited | 1.18% | 0.44% |
| Cummins India Limited | 1.40% | 0.41% |
| The Indian Hotels Company Limited | 0.41% | 0.61% |
| Biocon Limited | 0.78% | 0.38% |
| The Federal Bank Limited | 0.78% | 0.36% |
| Hindustan Aeronautics Limited | 0.47% | 0.35% |
| Bajaj Finance Limited | 1.43% | 0.33% |
| Ashok Leyland Limited | 0.33% | 0.35% |
| APL Apollo Tubes Limited | 0.70% | 0.32% |
| Ambuja Cements Limited | 0.41% | 0.32% |
| HDFC Life Insurance Company Limited | 0.68% | 0.31% |
| GE Vernova T&D India Limited | 0.47% | 0.31% |
| Bandhan Bank Limited | 0.31% | 0.93% |
| NTPC Limited | 0.47% | 0.30% |
| Varun Beverages Limited | 0.72% | 0.24% |
| Container Corporation of India Limited | 0.58% | 0.23% |
| HDFC Asset Management Company Limited | 0.23% | 0.29% |
| HDFC Bank Limited (22/01/2027) | 0.48% | 0.22% |
| Muthoot Finance Limited | 0.30% | 0.21% |
| Coforge Limited | 0.24% | 0.21% |
| Indian Oil Corporation Limited | 0.35% | 0.19% |
| Lupin Limited | 0.28% | 0.18% |
| Swiggy Limited | 0.18% | 0.35% |
| Marico Limited | 0.18% | 0.18% |
| Maruti Suzuki India Limited | 0.33% | 0.17% |
| Union Bank of India | 0.17% | 0.17% |
| Power Finance Corporation Limited | 0.27% | 0.16% |
| IndusInd Bank Limited | 0.16% | 0.32% |
| Tata Consumer Products Limited | 0.21% | 0.15% |
| National Bank For Agriculture and Rural Development (18/03/2027) | 0.14% | 0.22% |
| Aurobindo Pharma Limited | 0.14% | 0.18% |
| Bharat Forge Limited | 0.41% | 0.13% |
| Bajaj Auto Limited | 0.14% | 0.13% |
| Samvardhana Motherson International Limited | 0.13% | 0.17% |
| Jindal Steel Limited | 0.16% | 0.11% |
| Info Edge (India) Limited | 0.12% | 0.11% |
| Torrent Pharmaceuticals Limited | 0.12% | 0.11% |
| JSW Energy Limited | 0.11% | 0.16% |
| PNB Housing Finance Limited | 0.11% | 0.18% |
| RBL Bank Limited | 0.11% | 0.13% |
| Laurus Labs Limited | 0.10% | 0.19% |
| AU Small Finance Bank Limited | 0.10% | 0.51% |
| Apollo Hospitals Enterprise Limited | 0.68% | 0.09% |
| Bank of India | 0.31% | 0.09% |
| Tata Power Company Limited | 0.09% | 0.31% |
| Mphasis Limited | 0.09% | 0.09% |
| Astral Limited | 0.35% | 0.08% |
| Inox Wind Limited | 0.09% | 0.08% |
| Max Financial Services Limited | 0.08% | 0.26% |
| Fortis Healthcare Limited | 0.18% | 0.07% |
| KEI Industries Limited | 0.08% | 0.07% |
| UPL Limited | 0.24% | 0.06% |
| PB Fintech Limited | 0.10% | 0.06% |
| Asian Paints Limited | 0.09% | 0.06% |
| IDFC First Bank Limited | 0.06% | 0.75% |
| TVS Motor Company Limited | 0.06% | 0.11% |
| Tata Motors Passenger Vehicles Limited | 0.24% | 0.05% |
| Hindustan Petroleum Corporation Limited | 0.14% | 0.05% |
| Shriram Finance Limited | 0.09% | 0.05% |
| Larsen & Toubro Limited | 0.06% | 0.05% |
| Suzlon Energy Limited | 0.05% | 0.75% |
| Supreme Industries Limited | 0.05% | 0.07% |
| Patanjali Foods Limited | 0.05% | 0.09% |
| Bharat Electronics Limited | 1.30% | 0.04% |
| Hitachi Energy India Limited | 0.16% | 0.04% |
| NBCC (India) Limited | 0.04% | 0.05% |
| Mahindra & Mahindra Limited | 0.04% | 0.06% |
| Kalyan Jewellers India Limited | 0.04% | 0.18% |
| InterGlobe Aviation Limited | 0.04% | 0.04% |
| Pidilite Industries Limited | 0.09% | 0.03% |
| National Aluminium Company Limited | 0.04% | 0.03% |
| Sagility Limited | 0.03% | 0.03% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Adani Power Limited | 1.01% | 0.02% |
| SBI Cards and Payment Services Limited | 0.25% | 0.02% |
| SRF Limited | 0.11% | 0.02% |
| Tube Investments of India Limited | 0.05% | 0.02% |
| Vedanta Limited | 0.04% | 0.02% |
| Sun Pharmaceutical Industries Limited | 0.02% | 0.03% |
| Cipla Limited | 0.02% | 0.02% |
| Delhivery Limited | 0.02% | 0.05% |
| Titan Company Limited | 0.02% | 0.12% |
| Computer Age Management Services Limited | 0.02% | 0.09% |
| Eternal Limited | 0.02% | 0.38% |
| Page Industries Limited | 0.02% | 0.11% |
| UltraTech Cement Limited | 0.81% | 0.01% |
| Adani Energy Solutions Limited | 0.43% | 0.01% |
| Hindustan Zinc Limited | 0.05% | 0.01% |
| GAIL (India) Limited | 0.04% | 0.01% |
| PG Electroplast Limited | 0.02% | 0.01% |
| Bharat Petroleum Corporation Limited | 0.01% | 0.06% |
| Eicher Motors Limited | 0.01% | 0.15% |
| Avenue Supermarts Limited | 0.01% | 0.03% |
| Aditya Birla Capital Limited | 0.01% | 0.54% |
| Trent Limited | 0.01% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.2% means 49.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Arbitrage Fund
| Security | % of fund |
|---|---|
| Axis Money Market Fund - Direct Plan - Growth Option | 13.06% |
| Canara Bank (10/02/2027) | 1.92% |
| National Bank For Agriculture and Rural Development (10/03/2027) | 1.91% |
| Small Industries Dev Bank of India (04/02/2027) | 1.87% |
| Canara Bank (02/02/2027) | 1.68% |
Largest holdings only in UTI - Arbitrage Fund
| Security | % of fund |
|---|---|
| MF UNITS UTI-MONEY MARKET FUND | 19.58% |
| MF UNITS UTI - FLOATER FUND | 2.31% |
| CD - CANARA BANK - 28/01/2027 | 2.24% |
| CD - SMALL INDST. DEV. BANK OF INDIA - 09/02/2027 | 1.79% |
| CD - AXIS BANK LTD - 14/01/2027 | 1.35% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Arbitrage | UTI - Arbitrage |
|---|---|---|
| Equity | 69.7% | 65.9% |
| Debt | 17.2% | 11.2% |
| Cash and others | 13.1% | 22.9% |
Market cap of stocks
| Market cap | Axis Arbitrage | UTI - Arbitrage |
|---|---|---|
| Large Cap | 54.4% | 46.3% |
| Mid Cap | 12.1% | 15.3% |
| Small Cap | 3.2% | 4.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Arbitrage | UTI - Arbitrage |
|---|---|---|
| Banks | 18.6% | 24.3% |
| Finance | 6.3% | 5.0% |
| Petroleum Products | 4.3% | 5.1% |
| Telecom - Services | 4.5% | 5.0% |
| Ferrous Metals | 3.8% | 4.0% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Arbitrage vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.40% | 1.26% |
| Base expense ratio (Direct) | 0.27% | 0.26% |
| Total expense ratio (Regular) | 2.09% | 1.81% |
| Base expense ratio (Regular) | 0.86% | 0.73% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Arbitrage with
Axis Arbitrage Fund vs UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between Axis Arbitrage Fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by Axis Mutual Fund and UTI Mutual Fund. Their portfolios overlap 49.2%. Axis Arbitrage Fund charges 1.40% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, Axis Arbitrage Fund or UTI - Arbitrage Fund?
Over 1 year: Axis Arbitrage Fund +6.68%, UTI - Arbitrage Fund +6.59%. Over 3 years: Axis Arbitrage Fund +7.31% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: Axis Arbitrage Fund +6.84% a year, UTI - Arbitrage Fund +6.74% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Arbitrage Fund or UTI - Arbitrage Fund?
UTI - Arbitrage Fund charges less: 1.26% a year against 1.40%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Arbitrage Fund and UTI - Arbitrage Fund overlap?
49.2%. They hold 125 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Arbitrage Fund or UTI - Arbitrage Fund?
On SEBI's riskometer, Axis Arbitrage Fund is rated Low and UTI - Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.05% and 1.03% a year.
Which is better for SIP, Axis Arbitrage Fund or UTI - Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,700 in Axis Arbitrage Fund (XIRR 7.1% a year) and ₹7,31,173 in UTI - Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Arbitrage Fund and UTI - Arbitrage Fund?
Yes. 49.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis Arbitrage Fund and UTI - Arbitrage Fund?
Axis Arbitrage Fund: Devang Shah, Sachin Jain. UTI - Arbitrage Fund: Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.