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) | ₹225 Cr | ₹7578 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 | 0.52% | 0.57% |
6 Month | 2.67% | 2.79% |
1 Year | 6.35% | 6.59% |
3 Year | 6.58% | 6.87% |
5 Year | 5.3% | 5.63% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.32% | 1.4% |
1 Year | 5.84% | 6.12% |
3 Year | 6.53% | 6.84% |
5 Year | 6.07% | 6.38% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 4.97% | 6.04% |
3 Year | 4.57% | 5.79% |
5 Year | 4.86% | 5.23% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.66% | 0.42% |
Sharp | 1.24% | 0.23% |
Beta | 0.22% | - |
Alpha | 0.3% | - |
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 | 35.81 | 27.72 |
Large Cap | 51.57 | 44.34 |
Mid Cap | 11.53 | 23.65 |
Small Cap | 1.09 | 4.29 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 33.97 | 25.94 |
Energy | 6.75 | 3.8 |
Consumer Defensive | 2.19 | 3.29 |
Basic Materials | 2.23 | 7.25 |
Financial Services | 31.93 | 27.17 |
Consumer Cyclical | 2.43 | 10.05 |
Industrials | 5.78 | 5.14 |
Utilities | 1.84 | 2.94 |
Real Estate | 1.02 | 2.16 |
Communication Services | 5.25 | 4.93 |
Healthcare | 1.78 | 2.71 |
Technology | 4.84 | 4.62 |
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