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) | ₹121 Cr | ₹2444 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 | 0.49% | 0.56% |
6 Month | 3.21% | 3.22% |
1 Year | 6.68% | 6.7% |
3 Year | 6.5% | 6.72% |
5 Year | 5.17% | 5.46% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.54% | 1.6% |
1 Year | 6.52% | 6.61% |
3 Year | 6.79% | 6.98% |
5 Year | 6.08% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 4.65% | 6.12% |
3 Year | 4.34% | 5.76% |
5 Year | 4.81% | 5.29% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.51% | 0.52% |
Sharp | -0.67% | -0.21% |
Beta | 0.68% | - |
Alpha | -0.29% | - |
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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 | 35 | 31.92 |
Large Cap | 45.25 | 44.38 |
Mid Cap | 14.66 | 12.78 |
Small Cap | 5.08 | 10.92 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 33.48 | 29.47 |
Technology | 4.99 | 3.52 |
Basic Materials | 7.65 | 3.68 |
Consumer Defensive | 2.45 | 2.56 |
Financial Services | 22.07 | 42.01 |
Healthcare | 0 | 4.12 |
Consumer Cyclical | 7.03 | 3.78 |
Industrials | 10.78 | 2.83 |
Utilities | 5.58 | 3.03 |
Real Estate | 2.23 | 0.67 |
Energy | 0 | 3.02 |
Communication Services | 3.73 | 1.31 |
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