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) | ₹282 Cr | ₹8084 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹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 | 0.38% | 0.41% |
| 6 Month | 2.63% | 2.74% |
| 1 Year | 6.1% | 6.34% |
| 3 Year | 6.69% | 6.98% |
| 5 Year | 5.41% | 5.74% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.33% | 1.37% |
| 1 Year | 5.59% | 5.84% |
| 3 Year | 6.37% | 6.67% |
| 5 Year | 6.07% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.2% | 6.06% |
| 3 Year | 4.74% | 5.84% |
| 5 Year | 4.9% | 5.26% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 1.89% | 2.3% |
| Beta | 0.46% | 0.48% |
| Alpha | 0.04% | 0.29% |
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 | 32.71 | 26.14 |
| Large Cap | 53.65 | 43.38 |
| Mid Cap | 12.35 | 24.94 |
| Small Cap | 1.3 | 5.53 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.41 | 24.23 |
| Energy | 6.67 | 3.17 |
| Consumer Defensive | 4.13 | 3.7 |
| Basic Materials | 5.14 | 8.84 |
| Financial Services | 25.08 | 27.28 |
| Industrials | 7.33 | 5.36 |
| Utilities | 0.49 | 2.44 |
| Communication Services | 7.54 | 5.54 |
| Real Estate | 1.46 | 2.39 |
| Consumer Cyclical | 4.18 | 10.3 |
| Healthcare | 2.26 | 3.54 |
| Technology | 4.31 | 3.21 |
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