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) | ₹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 | 0.47% | 0.47% |
6 Month | 3.39% | 3.19% |
1 Year | 7.02% | 6.58% |
3 Year | 7.04% | 6.8% |
5 Year | 5.64% | 5.45% |
SIP Return Analysis
Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.67% | 1.58% |
1 Year | 6.99% | 6.56% |
3 Year | 7.3% | 6.96% |
5 Year | 6.53% | 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 | 0.30% | -0.21% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 31.6 | 29.88 |
Large Cap | 47.39 | 44.86 |
Small Cap | 4.17 | 11.7 |
Mid Cap | 16.85 | 13.57 |
Sector Allocation
Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 29.51 | 28.19 |
Energy | 5.93 | 2.36 |
Utilities | 1.64 | 3.38 |
Industrials | 4.78 | 2.86 |
Technology | 5.56 | 2.17 |
Basic Materials | 8.19 | 3.64 |
Healthcare | 4.94 | 4.83 |
Consumer Defensive | 4.88 | 4.45 |
Financial Services | 23.91 | 40.29 |
Consumer Cyclical | 6.67 | 6.2 |
Communication Services | 3.11 | 1.27 |
Real Estate | 0.88 | 0.35 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns31.19%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.83%
Franklin India Retirement Fund - Growth
3Y Returns11.52%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns19.95%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns20.52%
Tata Focused Fund-Regular Plan-Growth
3Y Returns16.43%