Edelweiss Arbitrage Fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Arbitrage Fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Edelweiss Arbitrage Fund (Direct) returned 7.4% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. Edelweiss Arbitrage Fund charges 1.53% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 48.6%: they hold 137 of the same securities.
Edelweiss Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.53%
- NAV
- ₹22.63
Which is better, Edelweiss 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.
- Edelweiss Arbitrage returned more over 5 years: 6.9% a year against 6.7%.
- Edelweiss Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- UTI - Arbitrage costs less: 1.26% a year against 1.53% (Direct plans).
- UTI - Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Edelweiss Arbitrage fell less in its worst fall since 30-06-2014: −0.5% against −0.7%.
- Edelweiss Arbitrage is the larger fund: ₹14,250 Cr against ₹10,900 Cr.
- Their portfolios overlap 48.6%: 137 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 | Edelweiss Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹14,250 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹22.63 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 1.53% | 1.26% |
| Expense ratio (Regular) | 2.20% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 27-06-2014 | 22-06-2006 |
| Minimum investment | ₹100 | 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 | Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| Exit load | "Exit Load: • 0.25% if units are redeemed/switched out on or before 15 days from the date of allotment • Nil if units are redeemed/switched out after 15 days" | Exit load of 0.25%, if redeemed within 15 days. |
Edelweiss 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 |
|---|---|---|---|---|---|---|---|
| Edelweiss Arbitrage Fund (Direct) | +0.53% | +1.49% | +3.25% | +6.66% | +7.37% | +6.92% | +6.52% |
| 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.
Edelweiss Arbitrage vs UTI - Arbitrage: Year-wise Returns
| Year | EdelweissEdelweiss Arbitrage | UTI -UTI - Arbitrage |
|---|---|---|
| 2026to date | +5.42% | +5.35% |
| 2025 | +7.07% | +7.05% |
| 2024 | +8.44% | +8.28% |
| 2023 | +7.89% | +7.77% |
| 2022 | +5.11% | +4.64% |
| 2021 | +4.58% | +4.46% |
Edelweiss Arbitrage vs UTI - Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,301 of them, one for each trading day from 30-06-2017 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.
Edelweiss Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
to
Mar 2018Oct 2016
to
Oct 2019May 2018
to
May 2021Jan 2020
to
Jan 2023Aug 2021
to
Aug 2024Jan 2023
to
Jan 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Arbitrage | 0.0 | 8.2 | 91.8 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6% | 6.8% | 4.8% | 7.9% |
| UTI - Arbitrage | 0.0 | 12.4 | 87.6 | 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 30-06-2014. Past returns do not promise future returns.
Edelweiss 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 30-06-2014 to 30-10-2026: 149 instalments, ₹14,90,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct) | ₹14,90,000 | ₹22,86,499 | ₹7,96,499 | 6.6% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹14,90,000 | ₹22,58,434 | ₹7,68,434 | 6.5% |
Edelweiss ArbitrageEdelweiss 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.
Edelweiss Arbitrage vs UTI - Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.66% | +6.59% |
| Standard deviation | 1.28% | 1.25% |
| Sharpe ratio | 1.11 | 1.08 |
| Sortino ratio | 1.73 | 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 | Edelweiss Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.37% | +7.29% |
| Standard deviation | 1.05% | 1.03% |
| Sharpe ratio | 1.27 | 1.23 |
| Sortino ratio | 1.98 | 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 | Edelweiss Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.92% | +6.74% |
| Standard deviation | 0.98% | 0.97% |
| Sharpe ratio | 1.15 | 0.97 |
| Sortino ratio | 1.77 | 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 | Edelweiss Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +6.76% |
| Standard deviation | 0.99% | 1.00% |
| Sharpe ratio | 1.08 | 0.72 |
| Sortino ratio | 1.63 | 1.06 |
| Maximum drawdown | −0.5% (03-06-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-06-2014 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.
Edelweiss 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 |
|---|---|---|---|---|---|---|
| Edelweiss Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −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 30-06-2014, 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.
Edelweiss 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.
Edelweiss 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.
Edelweiss Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Edelweiss Arbitrage vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Arbitrage Fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 48.6%
- Held by both
- 137
- Only in Edelweiss Arbitrage
- 54
- Only in UTI - Arbitrage
- 19
| Security | % of Edelweiss Arbitrage | % of UTI - Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 5.01% | 5.02% |
| ICICI Bank Ltd. | 5.42% | 4.39% |
| Reliance Industries Ltd. | 2.66% | 4.78% |
| Indus Towers Ltd. | 1.71% | 1.55% |
| Vodafone Idea Ltd. | 1.61% | 1.52% |
| Bharti Airtel Ltd. | 1.50% | 1.94% |
| NMDC Ltd. | 1.35% | 1.34% |
| Glenmark Pharmaceuticals Ltd. | 1.29% | 1.50% |
| State Bank of India | 1.16% | 3.25% |
| Canara Bank | 1.15% | 1.95% |
| JSW Steel Ltd. | 1.05% | 1.35% |
| Infosys Ltd. | 1.01% | 1.11% |
| Bharat Heavy Electricals Ltd. | 0.98% | 1.28% |
| Axis Bank Ltd. | 1.53% | 0.92% |
| Yes Bank Ltd. | 0.87% | 1.71% |
| Steel Authority of India Ltd. | 0.85% | 1.81% |
| Bandhan Bank Ltd. | 0.75% | 0.93% |
| Coal India Ltd. | 0.73% | 1.02% |
| ITC Ltd. | 0.72% | 1.30% |
| Punjab National Bank | 0.71% | 1.57% |
| Bank of Baroda | 0.73% | 0.69% |
| IDFC First Bank Ltd. | 0.65% | 0.75% |
| Manappuram Finance Ltd. | 0.62% | 1.15% |
| Hindalco Industries Ltd. | 1.08% | 0.59% |
| Tata Steel Ltd. | 0.56% | 0.71% |
| Kotak Mahindra Bank Ltd. | 0.56% | 1.54% |
| Crompton Greaves Cons Electrical Ltd. | 0.48% | 0.75% |
| Divi's Laboratories Ltd. | 0.58% | 0.46% |
| Hindustan Unilever Ltd. | 0.94% | 0.44% |
| Life Insurance Corporation of India | 0.42% | 1.03% |
| Jio Financial Services Ltd. | 0.42% | 0.84% |
| Cholamandalam Investment & Finance Company Ltd. | 0.40% | 0.79% |
| Eternal Ltd. | 0.52% | 0.38% |
| Cummins India Ltd. | 0.37% | 0.41% |
| AU Small Finance Bank Ltd. | 0.37% | 0.51% |
| Ashok Leyland Ltd. | 0.63% | 0.35% |
| AXIS BANK LTD CD RED 14-01-2027 | 0.34% | 1.35% |
| CANARA BANK CD RED 12-01-2027 | 0.34% | 0.90% |
| Bajaj Finance Ltd. | 0.77% | 0.33% |
| IndusInd Bank Ltd. | 0.36% | 0.32% |
| The Indian Hotels Company Ltd. | 0.32% | 0.61% |
| Biocon Ltd. | 0.32% | 0.38% |
| HDFC Life Insurance Company Ltd. | 0.58% | 0.31% |
| The Federal Bank Ltd. | 0.31% | 0.36% |
| NTPC Ltd. | 1.37% | 0.30% |
| Ambuja Cements Ltd. | 0.29% | 0.32% |
| Swiggy Ltd. | 0.25% | 0.35% |
| VARUN BEVERAGES LIMITED | 0.25% | 0.24% |
| APL Apollo Tubes Ltd. | 0.24% | 0.32% |
| Container Corporation Of India Ltd. | 0.26% | 0.23% |
| HDFC Asset Management Company Ltd. | 0.23% | 0.29% |
| NABARD CD RED 18-03-2027 | 0.68% | 0.22% |
| SIDBI CD RED 26-02-2027 | 0.51% | 0.22% |
| Coforge Ltd. | 0.55% | 0.21% |
| Indian Oil Corporation Ltd. | 0.43% | 0.19% |
| Laurus Labs Ltd. | 0.25% | 0.19% |
| Aurobindo Pharma Ltd. | 0.56% | 0.18% |
| Kalyan Jewellers India Ltd. | 0.28% | 0.18% |
| Maruti Suzuki India Ltd. | 0.22% | 0.17% |
| HDFC BANK CD RED 22-01-2027 | 0.17% | 0.22% |
| Power Finance Corporation Ltd. | 0.61% | 0.16% |
| Eicher Motors Ltd. | 0.38% | 0.15% |
| Tata Consumer Products Ltd. | 0.32% | 0.15% |
| JSW Energy Ltd. | 0.15% | 0.16% |
| Max Financial Services Ltd. | 0.15% | 0.26% |
| Tata Power Company Ltd. | 0.15% | 0.31% |
| Marico Ltd. | 0.14% | 0.18% |
| Bajaj Auto Ltd. | 0.19% | 0.13% |
| RBL Bank Ltd. | 0.14% | 0.13% |
| PNB Housing Finance Ltd. | 0.13% | 0.18% |
| Union Bank of India | 0.13% | 0.17% |
| Titan Company Ltd. | 0.26% | 0.12% |
| TVS Motor Company Ltd. | 1.10% | 0.11% |
| Info Edge (India) Ltd. | 0.52% | 0.11% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.11% |
| Jindal Steel Ltd. | 0.20% | 0.11% |
| GE Vernova T&D India Limited | 0.11% | 0.31% |
| Bank of India | 0.22% | 0.09% |
| Apollo Hospitals Enterprise Ltd. | 0.17% | 0.09% |
| Astral Ltd. | 0.23% | 0.08% |
| Inox Wind Ltd. | 0.12% | 0.08% |
| Muthoot Finance Ltd. | 0.08% | 0.21% |
| GMR Airports Ltd. | 0.08% | 0.11% |
| Fortis Healthcare Ltd. | 0.14% | 0.07% |
| Supreme Industries Ltd. | 0.14% | 0.07% |
| FSN E-Commerce Ventures Ltd. | 0.12% | 0.07% |
| Central Depository Services (I) Ltd. | 0.09% | 0.07% |
| Lupin Ltd. | 0.07% | 0.18% |
| Aditya Birla Capital Ltd. | 0.07% | 0.54% |
| KEI Industries Ltd. | 0.07% | 0.07% |
| UPL Ltd. | 0.50% | 0.06% |
| Bosch Ltd. | 0.21% | 0.06% |
| Bharat Petroleum Corporation Ltd. | 0.14% | 0.06% |
| Hindustan Aeronautics Ltd. | 0.06% | 0.35% |
| Larsen & Toubro Ltd. | 0.64% | 0.05% |
| Delhivery Ltd. | 0.44% | 0.05% |
| National Buildings Construction Corporation Ltd. | 0.13% | 0.05% |
| Shriram Finance Ltd. | 0.12% | 0.05% |
| Tata Motors Passenger Vehicles Ltd. | 0.11% | 0.05% |
| Hindustan Petroleum Corporation Ltd. | 0.09% | 0.05% |
| Patanjali Foods Ltd. | 0.05% | 0.09% |
| Bharat Electronics Ltd. | 0.49% | 0.04% |
| Hitachi Energy India Ltd. | 0.13% | 0.04% |
| InterGlobe Aviation Ltd. | 0.11% | 0.04% |
| Angel One Ltd. | 0.08% | 0.04% |
| Alkem Laboratories Ltd. | 0.06% | 0.04% |
| Asian Paints Ltd. | 0.04% | 0.06% |
| LIC Housing Finance Ltd. | 0.04% | 0.71% |
| Pidilite Industries Ltd. | 0.06% | 0.03% |
| National Aluminium Company Ltd. | 0.04% | 0.03% |
| Polycab India Ltd. | 0.04% | 0.03% |
| Mahindra & Mahindra Ltd. | 0.03% | 0.06% |
| Computer Age Management Services Ltd. | 0.03% | 0.09% |
| Samvardhana Motherson International Ltd. | 0.03% | 0.17% |
| Adani Power Ltd. | 0.97% | 0.02% |
| Vedanta Ltd. | 0.28% | 0.02% |
| Multi Commodity Exchange Of India Ltd. | 0.25% | 0.02% |
| SBI Cards & Payment Services Ltd. | 0.22% | 0.02% |
| Cipla Ltd. | 0.05% | 0.02% |
| Tata Consultancy Services Ltd. | 0.05% | 0.02% |
| Tube Investments Of India Ltd. | 0.03% | 0.02% |
| Voltas Ltd. | 0.02% | 0.02% |
| Mphasis Ltd. | 0.02% | 0.09% |
| Bharat Forge Ltd. | 0.02% | 0.13% |
| Adani Energy Solutions Ltd. | 2.01% | 0.01% |
| Ultratech Cement Ltd. | 0.36% | 0.01% |
| Hindustan Zinc Ltd. | 0.27% | 0.01% |
| Trent Ltd. | 0.21% | 0.01% |
| GAIL (India) Ltd. | 0.05% | 0.01% |
| Suzlon Energy Ltd. | 0.01% | 0.75% |
| Sun Pharmaceutical Industries Ltd. | 0.01% | 0.03% |
| Sagility Ltd. | 0.01% | 0.03% |
| ABB India Ltd. | 0.01% | 0.09% |
| Avenue Supermarts Ltd. | 0.01% | 0.03% |
| Nestle India Ltd. | 0.01% | 0.04% |
| PG Electroplast Ltd. | 0.01% | 0.01% |
| SRF Ltd. | 0.01% | 0.02% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.6% means 48.6% 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 Edelweiss Arbitrage Fund
| Security | % of fund |
|---|---|
| EDELWEISS LIQUID FUND - DIRECT PL -GR | 7.91% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 4.08% |
| SIDBI CD RED 11-06-2027 | 2.00% |
| Adani Enterprises Ltd. | 1.61% |
| CANARA BANK CD RD 29-06-27 | 1.33% |
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 - UNION BANK OF INDIA - 19/01/2027 | 1.35% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Arbitrage | UTI - Arbitrage |
|---|---|---|
| Equity | 69.1% | 65.9% |
| Debt | 16.3% | 11.2% |
| Cash and others | 14.6% | 22.9% |
Market cap of stocks
| Market cap | Edelweiss Arbitrage | UTI - Arbitrage |
|---|---|---|
| Large Cap | 51.3% | 46.3% |
| Mid Cap | 14.6% | 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 | Edelweiss Arbitrage | UTI - Arbitrage |
|---|---|---|
| Banks | 20.1% | 24.3% |
| Power | 5.2% | 0.8% |
| Petroleum Products | 3.3% | 5.1% |
| Telecom - Services | 4.8% | 5.0% |
| Finance | 3.5% | 5.0% |
| Ferrous Metals | 2.7% | 4.0% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Arbitrage vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.53% | 1.26% |
| Base expense ratio (Direct) | 0.33% | 0.26% |
| Total expense ratio (Regular) | 2.20% | 1.81% |
| Base expense ratio (Regular) | 0.90% | 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 Edelweiss Arbitrage with
Edelweiss Arbitrage Fund vs UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between Edelweiss Arbitrage Fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by Edelweiss Mutual Fund and UTI Mutual Fund. Their portfolios overlap 48.6%. Edelweiss Arbitrage Fund charges 1.53% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, Edelweiss Arbitrage Fund or UTI - Arbitrage Fund?
Over 1 year: Edelweiss Arbitrage Fund +6.66%, UTI - Arbitrage Fund +6.59%. Over 3 years: Edelweiss Arbitrage Fund +7.37% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: Edelweiss Arbitrage Fund +6.92% 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, Edelweiss Arbitrage Fund or UTI - Arbitrage Fund?
UTI - Arbitrage Fund charges less: 1.26% a year against 1.53%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Arbitrage Fund and UTI - Arbitrage Fund overlap?
48.6%. They hold 137 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Arbitrage Fund or UTI - Arbitrage Fund?
On SEBI's riskometer, Edelweiss 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, Edelweiss 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 ₹7,33,242 in Edelweiss Arbitrage Fund (XIRR 7.2% 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 Edelweiss Arbitrage Fund and UTI - Arbitrage Fund?
Yes. 48.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Arbitrage Fund and UTI - Arbitrage Fund?
Edelweiss Arbitrage Fund: Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval. 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.