UTI Arbitrage Fund vs HSBC Arbitrage Fund compare

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UTI Arbitrage Fund - Regular Plan - Growth Option

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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)	₹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

Scheme Name	UTI Arbitrage Fund - Regular Plan - Growth Option	HSBC Arbitrage Fund - Regular Growth
1 Month	0.48%	0.49%
6 Month	2.91%	2.82%
1 Year	6.49%	6.18%
3 Year	7.21%	6.95%
5 Year	5.83%	5.61%

Scheme Name	UTI Arbitrage Fund - Regular Plan - Growth Option	HSBC Arbitrage Fund - Regular Growth
6 Month	1.42%	1.39%
1 Year	6.04%	5.8%
3 Year	6.9%	6.6%
5 Year	6.52%	6.26%

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%

Scheme Name	UTI Arbitrage Fund - Regular Plan - Growth Option	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.37%	0.36%
Sharp	1.35%	0.60%
Beta	0.49%	-
Alpha	0.47%	-

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

Scheme Name	UTI Arbitrage Fund - Regular Plan - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	20.86	26.25
Large Cap	-0.4	48.81
Mid Cap	-0.07	11.01
Small Cap	-0.01	13.93

Scheme Name	UTI Arbitrage Fund - Regular Plan - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	20.86	24.1
Petroleum Products	-0.02	-
Cement & Cement Products	-0.02	-
Pharmaceuticals & Biotechnology	-0.02	-
Personal Products	0	-
Construction	0	-
Ferrous Metals	-0.02	-
Finance	-0.03	-
Capital Markets	0	-
Healthcare Services	-0.01	-
Banks	-0.15	-
Diversified FMCG	-0.02	-
Non - Ferrous Metals	-0.02	-
Electrical Equipment	0	-
Leisure Services	0	-
Automobiles	-0.02	-
Aerospace & Defense	-0.02	-
Auto Components	0	-
Insurance	0	-
Power	-0.01	-
Telecom - Services	-0.02	-
Gas	0	-
IT - Services	0	-
Transport Services	0	-
Consumer Durables	-0.02	-
Agricultural Food & other Products	-0.01	-
Industrial Products	0	-
Beverages	-0.02	-
Diversified Metals	0	-
Realty	-0.01	-
Food Products	-0.01	-
Industrial Manufacturing	0	-
IT - Software	-0.01	-
Chemicals & Petrochemicals	0	-
Financial Technology (Fintech)	0	-
Metals & Minerals Trading	0	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Retailing	-0.02	-
Transport Infrastructure	0	-
Energy	-	5.15
Healthcare	-	2.16
Consumer Defensive	-	3.94
Basic Materials	-	4.58
Financial Services	-	44.86
Industrials	-	2.4
Consumer Cyclical	-	5.66
Real Estate	-	0.21
Utilities	-	2.95
Communication Services	-	1.96
Technology	-	2.03