HSBC Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
LIC MF Arbitrage Fund Regular - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹211 Cr | ₹2374 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 25 Jan 2019 | 30 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 299% |
Expense Ratio | 0.99 | 0.93 |
Manager | Pratik Harish Shroff | Mahesh A Chhabria |
ISIN Code | INF767K01PL9 | INF917K01QL8 |
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 | HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.39% | 0.39% |
6 Month | 2.96% | 3.05% |
1 Year | 6.3% | 6.32% |
3 Year | 6.62% | 6.84% |
5 Year | 5.24% | 5.48% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.28% | 1.33% |
1 Year | 5.89% | 6% |
3 Year | 6.57% | 6.75% |
5 Year | 6.05% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 4.85% | 6.13% |
3 Year | 4.47% | 5.81% |
5 Year | 4.83% | 5.3% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.66% | 0.39% |
Sharp | 1.79% | 0.19% |
Beta | 0.19% | - |
Alpha | 0.55% | - |
Fund Managers
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Pratik Harish Shroff | Mahesh A Chhabria |
Total AUM | ₹2586 Cr | ₹15021 Cr |
Funds Managed | 10 | 9 |
LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 36.66 | 32.77 |
Large Cap | 52.13 | 47.14 |
Mid Cap | 11.09 | 11.73 |
Small Cap | 0.12 | 8.36 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.91 | 31.71 |
Energy | 6.63 | 3.93 |
Technology | 11.83 | 3.94 |
Basic Materials | 2.39 | 3.12 |
Consumer Defensive | 1.52 | 3.88 |
Financial Services | 24.95 | 37.83 |
Consumer Cyclical | 4.34 | 4.62 |
Industrials | 7.42 | 3 |
Utilities | 3.47 | 3.29 |
Real Estate | 1.32 | 0.72 |
Communication Services | 2.23 | 0.22 |
Healthcare | - | 3.73 |
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