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) | ₹282 Cr | ₹2327 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹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 | 0.38% | 0.38% |
| 6 Month | 2.63% | 2.73% |
| 1 Year | 6.1% | 6.24% |
| 3 Year | 6.69% | 6.92% |
| 5 Year | 5.41% | 5.6% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.33% | 1.34% |
| 1 Year | 5.59% | 5.72% |
| 3 Year | 6.37% | 6.53% |
| 5 Year | 6.07% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.2% | 6.15% |
| 3 Year | 4.74% | 5.9% |
| 5 Year | 4.9% | 5.33% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.34% | 0.36% |
| Sharp | -0.14% | 0.60% |
| Beta | 0.46% | - |
| Alpha | 0.04% | - |
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 | 32.71 | 25.77 |
| Large Cap | 53.65 | 46.84 |
| Mid Cap | 12.35 | 10.45 |
| Small Cap | 1.3 | 16.94 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 31.41 | 25.08 |
| Energy | 6.67 | 4.86 |
| Consumer Defensive | 4.13 | 3.97 |
| Basic Materials | 5.14 | 4.35 |
| Financial Services | 25.08 | 41.94 |
| Industrials | 7.33 | 2.99 |
| Utilities | 0.49 | 1.87 |
| Communication Services | 7.54 | 1.03 |
| Real Estate | 1.46 | 0.22 |
| Consumer Cyclical | 4.18 | 8.84 |
| Healthcare | 2.26 | 3.02 |
| Technology | 4.31 | 1.83 |
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