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 | 0.67% | 0.6% |
6 Month | 3.63% | 3.41% |
1 Year | 7.36% | 6.91% |
3 Year | 6.61% | 6.37% |
5 Year | 5.44% | 5.3% |
SIP Return Analysis
Scheme Name | UTI Arbitrage Fund - Regular Plan - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 2.16% | 2.04% |
1 Year | 7.43% | 7.02% |
3 Year | 7.33% | 7.04% |
5 Year | 6.37% | 6.13% |
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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