Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

Link copied to clipboard!

tortoise-icon LIC MF Arbitrage Fund Regular - Growth

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns19.25%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns13.05%

Compare Now

Bandhan Medium to Long Duration Fund Regular-Growth Bandhan Medium to Long Duration Fund Regular-Growth

3Y Returns5.68%

VS

Axis Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth

3Y Returns6.23%

Compare Now

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns18.86%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns12.11%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns16.9%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns23.08%

Compare Now
Add to Cart Successfully