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) | ₹289 Cr | ₹7873 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹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 | 0.48% | 0.45% |
| 6 Month | 2.72% | 2.8% |
| 1 Year | 6.05% | 6.26% |
| 3 Year | 6.72% | 7% |
| 5 Year | 5.4% | 5.73% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.4% |
| 1 Year | 5.71% | 5.94% |
| 3 Year | 6.45% | 6.74% |
| 5 Year | 6.08% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.17% | 6.06% |
| 3 Year | 4.66% | 5.83% |
| 5 Year | 4.9% | 5.25% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 1.51% | 1.98% |
| Beta | 0.49% | 0.5% |
| Alpha | -0.09% | 0.19% |
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 | 32.43 | 25.1 |
| Large Cap | 51.98 | 44.57 |
| Mid Cap | 15.45 | 26.04 |
| Small Cap | 0.14 | 4.25 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.43 | 25.1 |
| Petroleum Products | 6.4 | 2.86 |
| Personal Products | 0.11 | 0.05 |
| Ferrous Metals | 3.99 | 1.63 |
| Banks | 22.61 | 18.37 |
| Diversified FMCG | 2.54 | 0.58 |
| Finance | 1.46 | 6.38 |
| Cement & Cement Products | 0.89 | 3.28 |
| Transport Services | 0.07 | 0.2 |
| Power | 0.5 | 2.94 |
| Telecom - Services | 5.19 | 5.74 |
| Beverages | 0.98 | 0.83 |
| Diversified Metals | 0.51 | 0.65 |
| Food Products | 0.53 | 0.66 |
| Electrical Equipment | 0.12 | 0.22 |
| Aerospace & Defense | 1.85 | 1.24 |
| Realty | 1.36 | 2.41 |
| Consumer Durables | 0.71 | 2.86 |
| Auto Components | 0.61 | 2.01 |
| Pharmaceuticals & Biotechnology | 2.09 | 2.42 |
| IT - Software | 6.18 | 2.86 |
| Retailing | 3.36 | 3.28 |
| Capital Markets | 1.04 | 1.45 |
| Transport Infrastructure | 4.47 | 1.7 |
| Industrial Products | - | 0.82 |
| Construction | - | 1.03 |
| Healthcare Services | - | 0.68 |
| Non - Ferrous Metals | - | 0.56 |
| Leisure Services | - | 0.2 |
| Automobiles | - | 1.63 |
| Insurance | - | 0.42 |
| Agricultural Food & other Products | - | 1.48 |
| Gas | - | 0.21 |
| Industrial Manufacturing | - | 0.23 |
| Chemicals & Petrochemicals | - | 1.24 |
| Financial Technology (Fintech) | - | 0.98 |
| Metals & Minerals Trading | - | 0.15 |
| Minerals & Mining | - | 0.56 |
| Fertilizers & Agrochemicals | - | 0.05 |
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