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LIC MF Arbitrage Fund Regular vs Axis Arbitrage Fund compare

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tortoise-icon LIC MF Arbitrage Fund Regular - Growth

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹211 Cr ₹7545 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 25 Jan 2019 14 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 64.15%
Expense Ratio 0.99 0.99
Manager Pratik Harish Shroff Devang Shah
ISIN Code INF767K01PL9 INF846K01QC8
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 Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.32% 0.32%
6 Month 2.99% 3.15%
1 Year 6.24% 6.43%
3 Year 6.56% 6.83%
5 Year 5.24% 5.59%

SIP Return Analysis

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month 1.28% 1.32%
1 Year 5.89% 6.11%
3 Year 6.57% 6.86%
5 Year 6.05% 6.34%

Rolling Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.85% 6.03%
3 Year 4.47% 5.77%
5 Year 4.83% 5.21%

Risk Management

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.66% 0.41%
Sharp 1.79% 0.32%
Beta 0.19% -
Alpha 0.55% -

Fund Managers

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Pratik Harish Shroff Devang Shah
Total AUM ₹2586 Cr ₹60014 Cr
Funds Managed 10 15
LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 39 32.47
Large Cap 51.24 43.32
Mid Cap 9.65 20.67
Small Cap 0.11 3.53

Sector Allocation

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 36.53 30.24
Energy 7.25 3.44
Technology 8.52 4.99
Consumer Defensive 1.36 3.14
Basic Materials 2.13 6.82
Financial Services 25.73 25.98
Consumer Cyclical 4.03 9.29
Industrials 6.43 4.44
Utilities 2.99 2.68
Real Estate 1.13 1.99
Communication Services 3.91 3.71
Healthcare - 3.26

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