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) | ₹9149 Cr | ₹2374 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 | 0.56% | 0.55% |
6 Month | 2.86% | 2.76% |
1 Year | 6.75% | 6.4% |
3 Year | 7.09% | 6.82% |
5 Year | 5.73% | 5.52% |
SIP Return Analysis
Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.35% | 1.29% |
1 Year | 6.13% | 5.8% |
3 Year | 6.98% | 6.65% |
5 Year | 6.47% | 6.2% |
Rolling Lumpsum Returns
Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.86% | 6.14% |
3 Year | 6.69% | 5.84% |
5 Year | 6.96% | 5.31% |
Risk Management
Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.41% | 0.39% |
Sharp | 0.79% | 0.15% |
Beta | - | - |
Alpha | - | - |
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 | 21.57 | 28.17 |
Large Cap | 54.1 | 48.21 |
Mid Cap | 20.86 | 11.44 |
Small Cap | 3.48 | 12.18 |
Sector Allocation
Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 20.38 | 26.15 |
Energy | 5 | 5.34 |
Industrials | 5.25 | 1.77 |
Technology | 4.27 | 1.58 |
Basic Materials | 8.05 | 5.16 |
Healthcare | 4.02 | 1.71 |
Consumer Defensive | 5.05 | 3.79 |
Financial Services | 31.03 | 42.89 |
Consumer Cyclical | 9.56 | 6.01 |
Real Estate | 1.54 | 0.49 |
Utilities | 2.09 | 3.41 |
Communication Services | 3.74 | 1.71 |
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