LIC MF Arbitrage Fund Regular vs Aditya Birla Sun Life Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹25396 Cr | ₹259 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Jul 2009 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1085% | % |
| Expense Ratio | 1.01 | 0.99 |
| Manager | Pranav Gupta | Pratik Harish Shroff |
| ISIN Code | INF209K01264 | INF767K01PL9 |
| Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | LIC MF 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.61% | 0.59% |
| 6 Month | 2.91% | 2.79% |
| 1 Year | 6.39% | 6.05% |
| 3 Year | 6.99% | 6.61% |
| 5 Year | 5.83% | 5.47% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.44% |
| 1 Year | 6.02% | 5.69% |
| 3 Year | 6.74% | 6.39% |
| 5 Year | 6.45% | 6.12% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.43% | 5.26% |
| 3 Year | 6.21% | 4.82% |
| 5 Year | 6.16% | 4.92% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 2.29% | 1.61% |
| Beta | 0.46% | 0.46% |
| Alpha | 0.32% | -0.06% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Pranav Gupta | Pratik Harish Shroff |
| Total AUM | ₹10003 Cr | ₹2586 Cr |
| Funds Managed | 9 | 10 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.64 | 34.19 |
| Large Cap | 52.44 | 54.9 |
| Mid Cap | 18.94 | 10.76 |
| Small Cap | 2.98 | 0.14 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 22.24 | 33.05 |
| Communication Services | 4.05 | 7.79 |
| Energy | 6.62 | 6.2 |
| Industrials | 6.47 | 7.27 |
| Technology | 2.61 | 3.83 |
| Basic Materials | 10.09 | 5.6 |
| Healthcare | 3.72 | 3.4 |
| Consumer Defensive | 4.24 | 3.46 |
| Financial Services | 27.29 | 22.98 |
| Consumer Cyclical | 8.4 | 4.42 |
| Utilities | 3.03 | 0.5 |
| Real Estate | 1.24 | 1.49 |
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