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) | ₹259 Cr | ₹8400 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 | 0.58% | 0.61% |
| 6 Month | 2.84% | 2.92% |
| 1 Year | 6.07% | 6.31% |
| 3 Year | 6.62% | 6.91% |
| 5 Year | 5.47% | 5.81% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.5% |
| 1 Year | 5.69% | 5.96% |
| 3 Year | 6.39% | 6.68% |
| 5 Year | 6.12% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.26% | 6.06% |
| 3 Year | 4.82% | 5.85% |
| 5 Year | 4.92% | 5.27% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 1.61% | 2.06% |
| Beta | 0.46% | 0.48% |
| Alpha | -0.06% | 0.2% |
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 | 34.19 | 25.25 |
| Large Cap | 54.9 | 45.82 |
| Mid Cap | 10.76 | 24.37 |
| Small Cap | 0.14 | 4.56 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.05 | 21.82 |
| Energy | 6.2 | 3.26 |
| Consumer Defensive | 3.46 | 3.79 |
| Basic Materials | 5.6 | 9.69 |
| Financial Services | 22.98 | 26.75 |
| Healthcare | 3.4 | 4.07 |
| Consumer Cyclical | 4.42 | 11.15 |
| Industrials | 7.27 | 6.15 |
| Utilities | 0.5 | 2.36 |
| Communication Services | 7.79 | 4.99 |
| Real Estate | 1.49 | 2.6 |
| Technology | 3.83 | 3.37 |
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