Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Arbitrage Fund vs HSBC Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Arbitrage Fund - Regular Growth

Invest Now

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) ₹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-icons

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 Franklin India Opportunities Fund - Growth

3Y Returns31.19%

VS

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns13.83%

Compare Now

Franklin India Retirement Fund - Growth Franklin India Retirement Fund - Growth

3Y Returns11.52%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns19.95%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns20.52%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns16.43%

Compare Now
Add to Cart Successfully