LIC MF Arbitrage Fund Regular vs Axis Arbitrage Fund compare
LIC MF Arbitrage Fund Regular - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹225 Cr | ₹7578 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 | 0.54% | 0.55% |
| 6 Month | 2.64% | 2.79% |
| 1 Year | 6.15% | 6.36% |
| 3 Year | 6.67% | 6.96% |
| 5 Year | 5.32% | 5.65% |
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 | 5.61% | 5.85% |
| 3 Year | 6.45% | 6.74% |
| 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 | 4.97% | 6.04% |
| 3 Year | 4.57% | 5.79% |
| 5 Year | 4.86% | 5.23% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.39% |
| Sharp | 1.24% | 0.50% |
| Beta | 0.22% | - |
| Alpha | 0.3% | - |
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 | 35.81 | 27.72 |
| Large Cap | 51.57 | 44.34 |
| Mid Cap | 11.53 | 23.65 |
| Small Cap | 1.09 | 4.29 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.97 | 25.94 |
| Energy | 6.75 | 3.8 |
| Consumer Defensive | 2.19 | 3.29 |
| Basic Materials | 2.23 | 7.25 |
| Financial Services | 31.93 | 27.17 |
| Consumer Cyclical | 2.43 | 10.05 |
| Industrials | 5.78 | 5.14 |
| Utilities | 1.84 | 2.94 |
| Real Estate | 1.02 | 2.16 |
| Communication Services | 5.25 | 4.93 |
| Healthcare | 1.78 | 2.71 |
| Technology | 4.84 | 4.62 |
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