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) | ₹32169 Cr | ₹353 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 | 0.34% | 0.36% |
6 Month | 3.28% | 3.18% |
1 Year | 7.04% | 6.76% |
3 Year | 6.89% | 6.32% |
5 Year | 5.5% | 5% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.69% | 1.66% |
1 Year | 6.92% | 6.73% |
3 Year | 7.27% | 6.83% |
5 Year | 6.53% | 6.01% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.45% | 4.29% |
3 Year | 6.13% | 4.13% |
5 Year | 6.98% | 4.79% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.607% | 0.66% |
Sharp | 0.218% | 0.28% |
Beta | - | 0.65% |
Alpha | - | -0.39% |
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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 | 101.84 | 34.4 |
Large Cap | 54.76 | 50.87 |
Small Cap | 2.45 | 3.28 |
Mid Cap | 13.45 | 11.46 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 101.49 | 34.4 |
Energy | 7.34 | - |
Utilities | 3.15 | - |
Industrials | 6.35 | - |
Technology | 4.82 | - |
Basic Materials | 6.77 | - |
Healthcare | 2.72 | - |
Consumer Defensive | 3.78 | - |
Financial Services | 22.14 | - |
Consumer Cyclical | 8.09 | - |
Real Estate | 1.94 | - |
Communication Services | 3.91 | - |
Petroleum Products | - | 8.7 |
IT - Software | - | 4.51 |
Cement & Cement Products | - | 0.48 |
Personal Products | - | 0.29 |
Ferrous Metals | - | 2.46 |
Banks | - | 18.62 |
Diversified FMCG | - | 0.55 |
Pharmaceuticals & Biotechnology | - | 0.74 |
Automobiles | - | 7.74 |
Finance | - | 1.43 |
Electrical Equipment | - | 0.99 |
Power | - | 3.36 |
Telecom - Services | - | 0.43 |
Capital Markets | - | 2.28 |
Gas | - | 0.85 |
Aerospace & Defense | - | 1.72 |
Realty | - | 1.75 |
Consumer Durables | - | 0.86 |
Auto Components | - | 1.27 |
Leisure Services | - | 0.27 |
Non - Ferrous Metals | - | 1 |
Minerals & Mining | - | 0.57 |
Retailing | - | 1.13 |
Insurance | - | 0.23 |
Chemicals & Petrochemicals | - | 0.18 |
Transport Infrastructure | - | 2.45 |
Beverages | - | 0.75 |
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