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HSBC Arbitrage Fund vs UTI Arbitrage Fund compare

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

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10465 Cr ₹2327 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 0.58% 0.53%
6 Month 2.93% 2.84%
1 Year 6.47% 6.11%
3 Year 7.14% 6.85%
5 Year 5.9% 5.66%

SIP Return Analysis

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month 1.54% 1.47%
1 Year 6.15% 5.85%
3 Year 6.88% 6.55%
5 Year 6.56% 6.28%

Rolling Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
1 Year 6.79% 6.16%
3 Year 6.71% 5.92%
5 Year 6.93% 5.33%

Risk Management

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.68% 0.68%
Sharp 2.46% 2.02%
Beta 0.5% 0.48%
Alpha 0.36% 0.14%

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 23.36 25.75
Large Cap 53.44 47.75
Mid Cap 18.7 13.18
Small Cap 4.5 13.32

Sector Allocation

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

HSBC Arbitrage Fund - Regular Growth

Others 21.6 24.39
Energy 3.82 4.38
Industrials 5.8 4.18
Technology 3.08 1.61
Basic Materials 8.66 5.26
Healthcare 4.76 2.55
Consumer Defensive 5.68 3.63
Financial Services 30.13 36.62
Consumer Cyclical 9.49 13.14
Utilities 1.51 2.57
Communication Services 3.54 1.38
Real Estate 1.91 0.28

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