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HSBC Arbitrage Fund vs UTI Arbitrage Fund compare
UTI Arbitrage Fund - Regular Plan - Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹9167 Cr | ₹2438 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Jun 2006 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1110% | 299% |
| Expense Ratio | 0.74 | 0.93 |
| Manager | Deepesh Agarwal | Mahesh A Chhabria |
| ISIN Code | INF789FB1RJ0 | INF917K01QL8 |
| Exits Load | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.55% | 0.53% |
| 6 Month | 2.86% | 2.71% |
| 1 Year | 6.64% | 6.29% |
| 3 Year | 7.17% | 6.9% |
| 5 Year | 5.75% | 5.53% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 1.33% |
| 1 Year | 6.04% | 5.78% |
| 3 Year | 6.94% | 6.63% |
| 5 Year | 6.48% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.86% | 6.14% |
| 3 Year | 6.69% | 5.84% |
| 5 Year | 6.96% | 5.31% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.37% |
| Sharp | 1.08% | 0.36% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Mahesh A Chhabria |
| Total AUM | ₹35015 Cr | ₹15021 Cr |
| Funds Managed | 9 | 9 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 21.57 | 28.17 |
| Large Cap | 54.1 | 48.21 |
| Mid Cap | 20.86 | 11.44 |
| Small Cap | 3.48 | 12.18 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.38 | 26.15 |
| Energy | 5 | 5.34 |
| Industrials | 5.25 | 1.77 |
| Technology | 4.27 | 1.58 |
| Basic Materials | 8.05 | 5.16 |
| Healthcare | 4.02 | 1.71 |
| Consumer Defensive | 5.05 | 3.79 |
| Financial Services | 31.03 | 42.89 |
| Consumer Cyclical | 9.56 | 6.01 |
| Real Estate | 1.54 | 0.49 |
| Utilities | 2.09 | 3.41 |
| Communication Services | 3.74 | 1.71 |
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