Nippon India Arbitrage Fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Nippon India Arbitrage Fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Nippon India Arbitrage Fund (Direct) returned 7.3% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. Nippon India Arbitrage Fund charges 1.35% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 46.2%: they hold 132 of the same securities.
Nippon India Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.35%
- NAV
- ₹31.21
Which is better, Nippon India 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.
- Nippon India Arbitrage returned more over 5 years: 6.8% a year against 6.7%.
- UTI - Arbitrage returned more over 3 years: 7.3% a year against 7.3%.
- UTI - Arbitrage costs less: 1.26% a year against 1.35% (Direct plans).
- UTI - Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Nippon India Arbitrage fell less in its worst fall since 23-01-2013: −0.6% against −0.7%.
- Nippon India Arbitrage is the larger fund: ₹17,216 Cr against ₹10,900 Cr.
- Their portfolios overlap 46.2%: 132 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 | Nippon India Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | Nippon India Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹17,216 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹31.21 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 1.35% | 1.26% |
| Expense ratio (Regular) | 2.04% | 1.81% |
| Riskometer | Not available | Low |
| Benchmark | Not available | Nifty 50 Arbitrage Index |
| Launch date | Not available | 22-06-2006 |
| Minimum investment | Not available | 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 | Not available | None |
| Fund managers | Not available | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| Exit load | Not available | Exit load of 0.25%, if redeemed within 15 days. |
Nippon India 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 |
|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | +0.52% | +1.54% | +3.29% | +6.71% | +7.28% | +6.83% | +6.47% |
| 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.
Nippon India Arbitrage vs UTI - Arbitrage: Year-wise Returns
| Year | Nippon IndiaNippon India Arbitrage | UTI -UTI - Arbitrage |
|---|---|---|
| 2026to date | +5.47% | +5.35% |
| 2025 | +6.94% | +7.05% |
| 2024 | +8.23% | +8.28% |
| 2023 | +7.85% | +7.77% |
| 2022 | +4.94% | +4.64% |
| 2021 | +4.54% | +4.46% |
Nippon India Arbitrage vs UTI - Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,651 of them, one for each trading day from 25-01-2016 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.
Nippon India Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
to
Dec 2016Oct 2015
to
Oct 2018Aug 2017
to
Aug 2020Jun 2019
to
Jun 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage | 0.0 | 9.4 | 90.6 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7% | 6.9% | 4.6% | 8.9% |
| UTI - Arbitrage | 0.0 | 10.8 | 89.2 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.7% | 4.5% | 8.2% |
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 23-01-2013. Past returns do not promise future returns.
Nippon India 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 03-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Nippon India ArbitrageNippon India Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,86,329 | ₹10,26,329 | 6.7% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,58,100 | ₹9,98,100 | 6.5% |
Nippon India ArbitrageNippon India 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.
Nippon India Arbitrage vs UTI - Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Nippon India Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.71% | +6.59% |
| Standard deviation | 1.33% | 1.25% |
| Sharpe ratio | 1.10 | 1.08 |
| Sortino ratio | 1.71 | 1.64 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.28% | +7.29% |
| Standard deviation | 1.06% | 1.03% |
| Sharpe ratio | 1.18 | 1.23 |
| Sortino ratio | 1.81 | 1.88 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.83% | +6.74% |
| Standard deviation | 0.98% | 0.97% |
| Sharpe ratio | 1.05 | 0.97 |
| Sortino ratio | 1.61 | 1.47 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.06% | +6.76% |
| Standard deviation | 1.07% | 1.00% |
| Sharpe ratio | 0.95 | 0.72 |
| Sortino ratio | 1.44 | 1.06 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2013 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.
Nippon India 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 |
|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 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 23-01-2013, 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.
Nippon India 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.
Nippon India 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.
Nippon India Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Nippon India Arbitrage vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Nippon India Arbitrage Fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 46.2%
- Held by both
- 132
- Only in Nippon India Arbitrage
- 37
- Only in UTI - Arbitrage
- 24
| Security | % of Nippon India Arbitrage | % of UTI - Arbitrage |
|---|---|---|
| Reliance Industries Limited | 4.83% | 4.78% |
| HDFC Bank Limited | 4.62% | 5.02% |
| ICICI Bank Limited | 4.21% | 4.39% |
| State Bank of India | 2.02% | 3.25% |
| JSW Steel Limited | 1.81% | 1.35% |
| Vodafone Idea Limited | 1.34% | 1.52% |
| Canara Bank | 1.17% | 1.95% |
| Steel Authority of India Limited | 1.11% | 1.81% |
| Kotak Mahindra Bank Limited | 1.09% | 1.54% |
| Glenmark Pharmaceuticals Limited | 0.95% | 1.50% |
| Axis Bank Limited | 2.45% | 0.92% |
| Coal India Limited | 0.92% | 1.02% |
| Bharti Airtel Limited | 0.91% | 1.94% |
| Manappuram Finance Limited | 0.86% | 1.15% |
| Jio Financial Services Limited | 1.03% | 0.84% |
| Tata Steel Limited | 1.35% | 0.71% |
| Infosys Limited | 0.68% | 1.11% |
| Indus Towers Limited | 0.60% | 1.55% |
| Hindalco Industries Limited | 0.76% | 0.59% |
| NMDC Limited | 0.52% | 1.34% |
| AU Small Finance Bank Limited | 0.96% | 0.51% |
| Yes Bank Limited | 0.50% | 1.71% |
| Life Insurance Corporation Of India | 0.47% | 1.03% |
| Punjab National Bank | 0.47% | 1.57% |
| ITC Limited | 0.46% | 1.30% |
| Bank of Baroda | 0.45% | 0.69% |
| Bharat Heavy Electricals Limited | 0.44% | 1.28% |
| Cummins India Limited | 0.76% | 0.41% |
| IDFC First Bank Limited | 0.41% | 0.75% |
| The Indian Hotels Company Limited | 0.38% | 0.61% |
| The Federal Bank Limited | 0.44% | 0.36% |
| Hindustan Unilever Limited | 0.36% | 0.44% |
| Bajaj Finance Limited | 1.71% | 0.33% |
| Crompton Greaves Consumer Electricals Limited | 0.33% | 0.75% |
| Biocon Limited | 0.33% | 0.38% |
| Ambuja Cements Limited | 0.77% | 0.32% |
| IndusInd Bank Limited | 0.60% | 0.32% |
| APL Apollo Tubes Limited | 0.56% | 0.32% |
| Divi's Laboratories Limited | 0.32% | 0.46% |
| GE Vernova T&D India Limited | 0.32% | 0.31% |
| Bandhan Bank Limited | 0.31% | 0.93% |
| HDFC Life Insurance Company Limited | 0.26% | 0.31% |
| Varun Beverages Limited | 0.33% | 0.24% |
| HDFC Asset Management Company Limited | 0.24% | 0.29% |
| Container Corporation of India Limited | 0.27% | 0.23% |
| National Bank For Agriculture and Rural Development | 0.84% | 0.22% |
| Tata Power Company Limited | 0.22% | 0.31% |
| NTPC Limited | 0.22% | 0.30% |
| Muthoot Finance Limited | 0.37% | 0.21% |
| Coforge Limited | 0.36% | 0.21% |
| Indian Oil Corporation Limited | 0.32% | 0.19% |
| LIC Housing Finance Limited | 0.19% | 0.71% |
| Marico Limited | 0.45% | 0.18% |
| Kalyan Jewellers India Limited | 0.26% | 0.18% |
| Cholamandalam Investment and Finance Company Ltd | 0.18% | 0.79% |
| Ashok Leyland Limited | 0.18% | 0.35% |
| Maruti Suzuki India Limited | 1.42% | 0.17% |
| Small Industries Dev Bank of India | 0.17% | 0.22% |
| Power Finance Corporation Limited | 0.30% | 0.16% |
| Laurus Labs Limited | 0.16% | 0.19% |
| Eicher Motors Limited | 0.48% | 0.15% |
| Tata Consumer Products Limited | 0.32% | 0.15% |
| Eternal Limited | 0.15% | 0.38% |
| PNB Housing Finance Limited | 0.14% | 0.18% |
| RBL Bank Limited | 0.14% | 0.13% |
| Aurobindo Pharma Limited | 0.13% | 0.18% |
| Titan Company Limited | 0.13% | 0.12% |
| Hindustan Aeronautics Limited | 0.12% | 0.35% |
| JSW Energy Limited | 0.12% | 0.16% |
| Aditya Birla Capital Limited | 0.12% | 0.54% |
| TVS Motor Company Limited | 0.72% | 0.11% |
| Info Edge (India) Limited | 0.56% | 0.11% |
| Torrent Pharmaceuticals Limited | 0.14% | 0.11% |
| Bajaj Auto Limited | 0.11% | 0.13% |
| Patanjali Foods Limited | 0.38% | 0.09% |
| Grasim Industries Limited | 0.31% | 0.09% |
| Apollo Hospitals Enterprise Limited | 0.14% | 0.09% |
| Bank of India | 0.13% | 0.09% |
| Union Bank of India | 0.09% | 0.17% |
| Swiggy Limited | 0.08% | 0.35% |
| Lupin Limited | 0.08% | 0.18% |
| Supreme Industries Limited | 0.30% | 0.07% |
| Fortis Healthcare Limited | 0.26% | 0.07% |
| Samvardhana Motherson International Limited | 0.07% | 0.17% |
| Mahindra & Mahindra Limited | 0.51% | 0.06% |
| Asian Paints Limited | 0.33% | 0.06% |
| Bosch Limited | 0.23% | 0.06% |
| Bharat Petroleum Corporation Limited | 0.13% | 0.06% |
| Larsen & Toubro Limited | 1.31% | 0.05% |
| Tata Motors Passenger Vehicles Limited | 0.20% | 0.05% |
| Delhivery Limited | 0.14% | 0.05% |
| Shriram Finance Limited | 0.10% | 0.05% |
| NBCC (India) Limited | 0.08% | 0.05% |
| Inox Wind Limited | 0.05% | 0.08% |
| Bharat Forge Limited | 0.05% | 0.13% |
| Jindal Steel Limited | 0.05% | 0.11% |
| Alkem Laboratories Limited | 0.23% | 0.04% |
| Hitachi Energy India Limited | 0.15% | 0.04% |
| InterGlobe Aviation Limited | 0.10% | 0.04% |
| Bharat Electronics Limited | 0.07% | 0.04% |
| Angel One Limited | 0.07% | 0.04% |
| Nestle India Limited | 0.06% | 0.04% |
| Suzlon Energy Limited | 0.04% | 0.75% |
| Sun Pharmaceutical Industries Limited | 0.41% | 0.03% |
| Hero MotoCorp Limited | 0.20% | 0.03% |
| Sagility Limited | 0.11% | 0.03% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.05% |
| Avenue Supermarts Limited | 0.03% | 0.03% |
| FSN E-Commerce Ventures Limited | 0.03% | 0.07% |
| PB Fintech Limited | 0.03% | 0.06% |
| Page Industries Limited | 0.03% | 0.11% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Cipla Limited | 0.29% | 0.02% |
| Adani Power Limited | 0.29% | 0.02% |
| Solar Industries India Limited | 0.19% | 0.02% |
| Voltas Limited | 0.14% | 0.02% |
| Tata Consultancy Services Limited | 0.11% | 0.02% |
| SBI Cards and Payment Services Limited | 0.08% | 0.02% |
| SRF Limited | 0.07% | 0.02% |
| Vedanta Limited | 0.05% | 0.02% |
| Tube Investments of India Limited | 0.04% | 0.02% |
| National Aluminium Company Limited | 0.02% | 0.03% |
| Polycab India Limited | 0.02% | 0.03% |
| Adani Energy Solutions Limited | 1.04% | 0.01% |
| Hindustan Zinc Limited | 0.46% | 0.01% |
| UltraTech Cement Limited | 0.45% | 0.01% |
| Trent Limited | 0.10% | 0.01% |
| PG Electroplast Limited | 0.09% | 0.01% |
| GAIL (India) Limited | 0.05% | 0.01% |
| Mphasis Limited | 0.01% | 0.09% |
| UPL Limited | 0.01% | 0.06% |
| GMR Airports Limited | 0.01% | 0.11% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 46.2% means 46.2% 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 Nippon India Arbitrage Fund
| Security | % of fund |
|---|---|
| Nippon India Money Market Fund Dir Pl-Growth-Gr Op | 15.46% |
| Nippon India Ultra Short Term Fund- Dr Gr Op | 8.14% |
| Adani Enterprises Limited | 1.32% |
| Small Industries Dev Bank of India | 1.14% |
| HDFC Bank Limited | 0.66% |
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 | Nippon India Arbitrage | UTI - Arbitrage |
|---|---|---|
| Equity | 68.0% | 65.9% |
| Debt | 4.4% | 11.2% |
| Cash and others | 27.6% | 22.9% |
Market cap of stocks
| Market cap | Nippon India Arbitrage | UTI - Arbitrage |
|---|---|---|
| Large Cap | 51.7% | 46.3% |
| Mid Cap | 13.7% | 15.3% |
| Small Cap | 2.6% | 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 | Nippon India Arbitrage | UTI - Arbitrage |
|---|---|---|
| Banks | 20.1% | 24.3% |
| Petroleum Products | 5.3% | 5.1% |
| Finance | 5.2% | 5.0% |
| Telecom - Services | 2.9% | 5.0% |
| Ferrous Metals | 4.3% | 4.0% |
| Automobiles | 3.7% | 0.7% |
| Pharmaceuticals & Biotechnology | 3.0% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Nippon India Arbitrage vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Nippon India Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.35% | 1.26% |
| Base expense ratio (Direct) | 0.31% | 0.26% |
| Total expense ratio (Regular) | 2.04% | 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 Nippon India Arbitrage with
Nippon India Arbitrage Fund vs UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between Nippon India Arbitrage Fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by Nippon India Mutual Fund and UTI Mutual Fund. Their portfolios overlap 46.2%. Nippon India Arbitrage Fund charges 1.35% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, Nippon India Arbitrage Fund or UTI - Arbitrage Fund?
Over 1 year: Nippon India Arbitrage Fund +6.71%, UTI - Arbitrage Fund +6.59%. Over 3 years: Nippon India Arbitrage Fund +7.28% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: Nippon India Arbitrage Fund +6.83% 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, Nippon India Arbitrage Fund or UTI - Arbitrage Fund?
UTI - Arbitrage Fund charges less: 1.26% a year against 1.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Nippon India Arbitrage Fund and UTI - Arbitrage Fund overlap?
46.2%. They hold 132 of the same securities, the largest shared ones being RELIANCE, HDFCBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is better for SIP, Nippon India 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 ₹7,31,798 in Nippon India 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 Nippon India Arbitrage Fund and UTI - Arbitrage Fund?
Yes. 46.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
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.