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HSBC Arbitrage Fund vs UTI 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) | ₹6518 Cr | ₹2225 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 | 0.94% | 0.87% |
| 6 Month | 3.77% | 3.55% |
| 1 Year | 7.62% | 7.19% |
| 3 Year | 6.75% | 6.5% |
| 5 Year | 5.54% | 5.38% |
SIP Return Analysis
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2% | 1.86% |
| 1 Year | 7.68% | 7.2% |
| 3 Year | 7.47% | 7.15% |
| 5 Year | 6.49% | 6.24% |
Rolling Lumpsum Returns
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.72% | 6.1% |
| 3 Year | 6.66% | 5.68% |
| 5 Year | 7.02% | 5.27% |
Risk Management
| Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.617% | 0.613% |
| Sharp | -0.152% | -0.626% |
| Beta | - | - |
| Alpha | - | - |
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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 | 97.1 | 23.85 |
| Large Cap | 44.49 | 49.55 |
| Small Cap | 2.47 | 10.08 |
| Mid Cap | 11.54 | 16.52 |
Sector Allocation
| Scheme Name |
UTI Arbitrage Fund - Regular Plan - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 97.05 | 23.85 |
| Energy | 5.75 | 5.46 |
| Utilities | 2.2 | 3.77 |
| Industrials | 5.13 | 1.82 |
| Technology | 3.79 | 1.01 |
| Healthcare | 2.43 | 4.59 |
| Basic Materials | 5.9 | 8.07 |
| Consumer Defensive | 1.49 | 1.23 |
| Financial Services | 22.63 | 39.68 |
| Consumer Cyclical | 5.77 | 7.38 |
| Communication Services | 2.02 | 2.2 |
| Real Estate | 1.43 | 0.93 |
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