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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) | ₹7863 Cr | ₹2444 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 | 0.4% | 0.35% |
| 6 Month | 3.44% | 3.2% |
| 1 Year | 6.97% | 6.53% |
| 3 Year | 6.94% | 6.69% |
| 5 Year | 5.61% | 5.44% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.69% | 1.6% |
| 1 Year | 7.02% | 6.61% |
| 3 Year | 7.31% | 6.98% |
| 5 Year | 6.52% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.8% | 6.12% |
| 3 Year | 6.66% | 5.76% |
| 5 Year | 6.98% | 5.29% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.52% |
| Sharp | 0.31% | -0.21% |
| Beta | - | - |
| Alpha | - | - |
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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 | 31.18 | 31.92 |
| Large Cap | 50.6 | 44.38 |
| Small Cap | 4.3 | 10.92 |
| Mid Cap | 13.92 | 12.78 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 29.44 | 29.47 |
| Energy | 6.13 | 3.02 |
| Utilities | 1.61 | 3.03 |
| Industrials | 5.23 | 2.83 |
| Technology | 6.68 | 3.52 |
| Basic Materials | 7.17 | 3.68 |
| Healthcare | 4.26 | 4.12 |
| Consumer Defensive | 4.07 | 2.56 |
| Financial Services | 24.99 | 42.01 |
| Consumer Cyclical | 6.67 | 3.78 |
| Communication Services | 2.75 | 1.31 |
| Real Estate | 1 | 0.67 |
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