LIC MF Arbitrage Fund Regular vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹39824 Cr | ₹192 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 03 Nov 2006 | 25 Jan 2019 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 252% | % |
Expense Ratio | 0.94 | 0.99 |
Manager | R Arun | Pratik Harish Shroff |
ISIN Code | INF200K01156 | INF767K01PL9 |
Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | LIC MF 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.5% | 0.43% |
6 Month | 3.33% | 3.03% |
1 Year | 6.88% | 6.43% |
3 Year | 7.17% | 6.56% |
5 Year | 5.8% | 5.22% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.6% | 1.4% |
1 Year | 6.77% | 6.17% |
3 Year | 7.18% | 6.65% |
5 Year | 6.63% | 6.06% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.52% | 4.85% |
3 Year | 6.17% | 4.47% |
5 Year | 6.93% | 4.83% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.38% | 0.66% |
Sharp | 1.30% | 1.79% |
Beta | - | 0.18% |
Alpha | - | 0.6% |
Fund Managers
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | R Arun | Pratik Harish Shroff |
Total AUM | ₹207055 Cr | ₹2586 Cr |
Funds Managed | 8 | 10 |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 32.34 | 36.66 |
Large Cap | 49.76 | 52.13 |
Mid Cap | 15.17 | 11.09 |
Small Cap | 2.74 | 0.12 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 30.85 | 33.91 |
Energy | 4.69 | 6.63 |
Utilities | 3.11 | 3.47 |
Industrials | 5.61 | 7.42 |
Technology | 6.2 | 11.83 |
Basic Materials | 6.49 | 2.39 |
Healthcare | 4.2 | - |
Consumer Defensive | 4.31 | 1.52 |
Financial Services | 26.08 | 24.95 |
Consumer Cyclical | 5.05 | 4.34 |
Real Estate | 1.28 | 1.32 |
Communication Services | 2.13 | 2.23 |
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