Axis Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
LIC MF Arbitrage Fund Regular - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹192 Cr | ₹7069 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 25 Jan 2019 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 64.15% |
Expense Ratio | 0.99 | 0.99 |
Manager | Pratik Harish Shroff | Devang Shah |
ISIN Code | INF767K01PL9 | INF846K01QC8 |
Exits Load | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.54% | 0.54% |
6 Month | 3.1% | 3.26% |
1 Year | 6.54% | 6.7% |
3 Year | 6.6% | 6.85% |
5 Year | 5.22% | 5.56% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.47% | 1.54% |
1 Year | 6.33% | 6.58% |
3 Year | 6.71% | 7.01% |
5 Year | 6.09% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 4.85% | 6.03% |
3 Year | 4.47% | 5.77% |
5 Year | 4.83% | 5.21% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.36% | 0.40% |
Sharp | -0.39% | 0.35% |
Beta | 0.18% | - |
Alpha | 0.6% | - |
Fund Managers
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Pratik Harish Shroff | Devang Shah |
Total AUM | ₹2586 Cr | ₹60014 Cr |
Funds Managed | 10 | 15 |
LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 36.66 | 33.49 |
Large Cap | 52.13 | 43.42 |
Mid Cap | 11.09 | 18.7 |
Small Cap | 0.12 | 4.4 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 33.91 | 31.52 |
Energy | 6.63 | 3.83 |
Technology | 11.83 | 5.17 |
Basic Materials | 2.39 | 7.27 |
Consumer Defensive | 1.52 | 2.98 |
Financial Services | 24.95 | 26.13 |
Consumer Cyclical | 4.34 | 6.41 |
Industrials | 7.42 | 4.7 |
Utilities | 3.47 | 2.9 |
Real Estate | 1.32 | 2.1 |
Communication Services | 2.23 | 3.56 |
Healthcare | - | 3.43 |
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