LIC MF Arbitrage Fund Regular vs HSBC Arbitrage Fund compare
LIC MF Arbitrage Fund Regular - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹211 Cr | ₹2374 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 25 Jan 2019 | 30 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 299% |
Expense Ratio | 0.99 | 0.93 |
Manager | Pratik Harish Shroff | Mahesh A Chhabria |
ISIN Code | INF767K01PL9 | INF917K01QL8 |
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 | HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.32% | 0.34% |
6 Month | 2.99% | 3.05% |
1 Year | 6.24% | 6.27% |
3 Year | 6.56% | 6.79% |
5 Year | 5.24% | 5.48% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.28% | 1.33% |
1 Year | 5.89% | 6% |
3 Year | 6.57% | 6.75% |
5 Year | 6.05% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 4.85% | 6.13% |
3 Year | 4.47% | 5.81% |
5 Year | 4.83% | 5.3% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.66% | 0.39% |
Sharp | 1.79% | 0.19% |
Beta | 0.19% | - |
Alpha | 0.55% | - |
Fund Managers
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Pratik Harish Shroff | Mahesh A Chhabria |
Total AUM | ₹2586 Cr | ₹15021 Cr |
Funds Managed | 10 | 9 |
LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 39 | 32.12 |
Large Cap | 51.24 | 47.57 |
Mid Cap | 9.65 | 12.02 |
Small Cap | 0.11 | 8.29 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 36.53 | 30.03 |
Energy | 7.25 | 4.38 |
Technology | 8.52 | 1.46 |
Consumer Defensive | 1.36 | 3.72 |
Basic Materials | 2.13 | 4.29 |
Financial Services | 25.73 | 42.13 |
Consumer Cyclical | 4.03 | 5.08 |
Industrials | 6.43 | 2.07 |
Utilities | 2.99 | 2.47 |
Real Estate | 1.13 | 0.48 |
Communication Services | 3.91 | 1.52 |
Healthcare | - | 2.37 |
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