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) | ₹353 Cr | ₹2225 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 | 0.71% | 0.62% |
6 Month | 3.52% | 3.5% |
1 Year | 6.97% | 7.01% |
3 Year | 6.35% | 6.48% |
5 Year | 4.99% | 5.34% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.85% | 1.86% |
1 Year | 7.19% | 7.2% |
3 Year | 6.95% | 7.15% |
5 Year | 6.04% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 4.29% | 6.1% |
3 Year | 4.13% | 5.68% |
5 Year | 4.79% | 5.27% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.66% | 0.613% |
Sharp | -1.92% | -0.626% |
Beta | 0.65% | - |
Alpha | -0.87% | - |
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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 | 33.96 | 23.85 |
Large Cap | 52.33 | 49.55 |
Mid Cap | 10.83 | 16.52 |
Small Cap | 2.89 | 10.08 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.96 | 23.85 |
Energy | 8.2 | 5.46 |
Industrials | 5.73 | 1.82 |
Technology | 3.11 | 1.01 |
Basic Materials | 3.74 | 8.07 |
Consumer Defensive | 2.12 | 1.23 |
Financial Services | 26.43 | 39.68 |
Healthcare | 0.93 | 4.59 |
Consumer Cyclical | 8.44 | 7.38 |
Utilities | 4.17 | 3.77 |
Communication Services | 1.64 | 2.2 |
Real Estate | 1.53 | 0.93 |
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