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) | ₹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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