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) | ₹353 Cr | ₹5848 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 | 0.56% | 0.64% |
6 Month | 3.42% | 3.56% |
1 Year | 6.72% | 6.94% |
3 Year | 6.43% | 6.68% |
5 Year | 5.07% | 5.43% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.67% | 1.77% |
1 Year | 6.77% | 7.04% |
3 Year | 6.86% | 7.18% |
5 Year | 6.07% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 4.65% | 6.02% |
3 Year | 4.34% | 5.7% |
5 Year | 4.81% | 5.2% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.66% | 0.61% |
Sharp | 0.53% | -0.476% |
Beta | 0.65% | - |
Alpha | -0.32% | - |
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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 | 33.21 | 100.01 |
Large Cap | 46.53 | 53.26 |
Mid Cap | 15.97 | 12.66 |
Small Cap | 4.3 | 2.52 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 33.21 | 99.67 |
Petroleum Products | 3.57 | - |
IT - Software | 7.15 | - |
Cement & Cement Products | 0.73 | - |
Personal Products | 0.42 | - |
Ferrous Metals | 3.4 | - |
Banks | 20.92 | - |
Pharmaceuticals & Biotechnology | 0.07 | - |
Automobiles | 3.02 | - |
Electrical Equipment | 1.08 | - |
Power | 5.47 | - |
Capital Markets | 3.16 | - |
Finance | 1.05 | - |
Diversified FMCG | 0.13 | - |
Aerospace & Defense | 1.45 | - |
Realty | 2.64 | - |
Consumer Durables | 0.11 | - |
Auto Components | 1.96 | - |
Leisure Services | 0.43 | - |
Gas | 0.98 | - |
Non - Ferrous Metals | 1.46 | - |
Minerals & Mining | 0.08 | - |
Retailing | 1.71 | - |
Insurance | 0.3 | - |
Chemicals & Petrochemicals | 0.29 | - |
Transport Infrastructure | 3.96 | - |
Beverages | 1.26 | - |
Energy | - | 6.54 |
Utilities | - | 2.62 |
Industrials | - | 4.77 |
Technology | - | 4.02 |
Basic Materials | - | 6.67 |
Healthcare | - | 2.74 |
Consumer Defensive | - | 2.3 |
Financial Services | - | 27.09 |
Consumer Cyclical | - | 7.26 |
Real Estate | - | 2.2 |
Communication Services | - | 2.59 |
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