UTI Arbitrage Fund vs HSBC 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) | ₹10465 Cr | ₹2350 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 | 0.61% | 0.56% |
| 6 Month | 3.02% | 2.91% |
| 1 Year | 6.54% | 6.2% |
| 3 Year | 7.15% | 6.87% |
| 5 Year | 5.91% | 5.67% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.57% | 1.5% |
| 1 Year | 6.24% | 5.95% |
| 3 Year | 6.9% | 6.56% |
| 5 Year | 6.57% | 6.29% |
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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