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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) | ₹10106 Cr | ₹2403 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 | 0.54% | 0.51% |
| 6 Month | 2.95% | 2.82% |
| 1 Year | 6.5% | 6.19% |
| 3 Year | 7.18% | 6.91% |
| 5 Year | 5.83% | 5.61% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.45% | 1.42% |
| 1 Year | 6.14% | 5.9% |
| 3 Year | 6.94% | 6.63% |
| 5 Year | 6.51% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.83% | 6.15% |
| 3 Year | 6.7% | 5.88% |
| 5 Year | 6.94% | 5.32% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.37% |
| Sharp | 2.35% | 0.36% |
| Beta | 0.52% | - |
| Alpha | 0.35% | - |
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 | 21.92 | 26.25 |
| Large Cap | 53.38 | 48.81 |
| Mid Cap | 21.18 | 11.01 |
| Small Cap | 3.51 | 13.93 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.85 | 24.1 |
| Energy | 4.1 | 5.15 |
| Industrials | 5.06 | 2.4 |
| Basic Materials | 9.05 | 4.58 |
| Healthcare | 4.35 | 2.16 |
| Consumer Defensive | 5.76 | 3.94 |
| Financial Services | 31.05 | 44.86 |
| Consumer Cyclical | 8.95 | 5.66 |
| Real Estate | 1.79 | 0.21 |
| Utilities | 1.9 | 2.95 |
| Communication Services | 2.77 | 1.96 |
| Technology | 4.37 | 2.03 |
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