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) | ₹225 Cr | ₹2438 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 | 0.55% | 0.56% |
| 6 Month | 2.66% | 2.78% |
| 1 Year | 6.16% | 6.28% |
| 3 Year | 6.68% | 6.91% |
| 5 Year | 5.32% | 5.54% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.28% | 1.33% |
| 1 Year | 5.61% | 5.78% |
| 3 Year | 6.45% | 6.63% |
| 5 Year | 6.05% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.97% | 6.14% |
| 3 Year | 4.57% | 5.84% |
| 5 Year | 4.86% | 5.31% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.37% |
| Sharp | 1.24% | 0.36% |
| Beta | 0.22% | - |
| Alpha | 0.3% | - |
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 | 33.98 | 28.17 |
| Large Cap | 51.84 | 48.21 |
| Mid Cap | 14.11 | 11.44 |
| Small Cap | 0.09 | 12.18 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 33.98 | 26.15 |
| Petroleum Products | 6.74 | - |
| Personal Products | 0.14 | - |
| Ferrous Metals | 1.98 | - |
| Finance | 2.45 | - |
| Banks | 28.48 | - |
| Transport Services | 0.09 | - |
| Power | 1.85 | - |
| Diversified FMCG | 1.23 | - |
| Beverages | 0.18 | - |
| Diversified Metals | 0.05 | - |
| Food Products | 0.64 | - |
| Electrical Equipment | 0.14 | - |
| Aerospace & Defense | 2.25 | - |
| Realty | 1.02 | - |
| Consumer Durables | 0.22 | - |
| Auto Components | 0.8 | - |
| Telecom - Services | 4.53 | - |
| Pharmaceuticals & Biotechnology | 1.78 | - |
| IT - Software | 4.85 | - |
| Cement & Cement Products | 0.19 | - |
| Retailing | 2.13 | - |
| Capital Markets | 1 | - |
| Transport Infrastructure | 3.3 | - |
| Energy | - | 5.34 |
| Technology | - | 1.58 |
| Basic Materials | - | 5.16 |
| Healthcare | - | 1.71 |
| Consumer Defensive | - | 3.79 |
| Financial Services | - | 42.89 |
| Industrials | - | 1.77 |
| Consumer Cyclical | - | 6.01 |
| Real Estate | - | 0.49 |
| Utilities | - | 3.41 |
| Communication Services | - | 1.71 |
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