HSBC Arbitrage Fund vs UTI Arbitrage Fund compare

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

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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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) ₹5521 Cr ₹2419 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 22 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 0.9 0.95
Manager Deepesh Agarwal Mahesh A Chhabria
ISIN Code INF789FB1RJ0 INF917K01QL8
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
1 Month 0.83% 0.82%
6 Month 3.72% 3.54%
1 Year 7.79% 7.46%
3 Year 6.16% 5.97%
5 Year 5.35% 5.31%

SIP Return Analysis

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 7.4% 7%
3 Year 6.99% 6.75%
5 Year 6.04% 5.86%

Rolling Lumpsum Returns

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
1 Year 6.66% 6.09%
3 Year 6.68% 5.62%
5 Year 7.06% 5.27%

Risk Management

Scheme Name UTI Arbitrage Fund - Regular Plan - Growth Option HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.68% 0.68%
Sharp -1.31% -1.55%
Beta 0.87% 0.86%
Alpha -0.33% -0.51%

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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
Fund Manage 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 16.28 3.57
Large Cap 46.86 39.79
Mid Cap 15.07 12.31
Small Cap 3.53 3.44

Sector Allocation

Scheme Name

UTI Arbitrage Fund - Regular Plan - Growth Option

HSBC Arbitrage Fund - Regular Growth

Others 76.69 -1.1
Financial 1.69 26.45
Automobile -0.030000000000001 4.22
Chemicals 0.03 1.18
Consumer Staples 0.08 4.77
Consumer Discretionary -0.01 0.11
Materials -0.030000000000001 0.54
Technology -0.0099999999999999 0.46
Healthcare -0.040000000000001 1.79
Metals & Mining -0.08 7.72
Energy 2.65 6.01
Capital Goods -0.04 2.2
Construction -0.01 0.03
Communication -0.050000000000001 3.2
Services 0.9 1.5
Diversified 0 0.03

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