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) | ₹41083 Cr | ₹282 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | 0.55% | 0.52% |
| 6 Month | 2.9% | 2.76% |
| 1 Year | 6.41% | 5.99% |
| 3 Year | 7.15% | 6.64% |
| 5 Year | 6.03% | 5.47% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.41% |
| 1 Year | 6.07% | 5.67% |
| 3 Year | 6.83% | 6.4% |
| 5 Year | 6.62% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.56% | 5.25% |
| 3 Year | 6.25% | 4.8% |
| 5 Year | 6.85% | 4.91% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.66% |
| Sharp | 2.75% | 1.89% |
| Beta | 0.46% | 0.46% |
| Alpha | 0.57% | 0.04% |
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 | -51.25 | 31.41 |
| Large Cap | 53.91 | 53.87 |
| Mid Cap | 17.55 | 14.6 |
| Small Cap | 3.4 | 0.14 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | -51.25 | 31.41 |
| Petroleum Products | 3.31 | 6.67 |
| Electrical Equipment | 0.66 | 0.14 |
| IT - Software | 4.23 | 4.31 |
| Pharmaceuticals & Biotechnology | 3.29 | 2.27 |
| Personal Products | 0.38 | 0.11 |
| Construction | 1.09 | - |
| Finance | 6.92 | 1.49 |
| Ferrous Metals | 2.51 | 3.43 |
| Consumer Durables | 1.67 | 0.75 |
| Capital Markets | 0.7 | 1.16 |
| Healthcare Services | 0.94 | - |
| Banks | 18.07 | 22.42 |
| Diversified FMCG | 2.34 | 2.46 |
| Non - Ferrous Metals | 1.44 | 0.28 |
| Cement & Cement Products | 1.34 | 0.88 |
| Leisure Services | 0.45 | - |
| Automobiles | 2.68 | - |
| Aerospace & Defense | 2.2 | 1.83 |
| Auto Components | 1.1 | 0.65 |
| Realty | 1.66 | 1.46 |
| Insurance | 0.55 | - |
| Transport Services | 0.33 | 0.07 |
| Power | 2.36 | 0.49 |
| Telecom - Services | 3.65 | 6.96 |
| Gas | 0.24 | - |
| IT - Services | 0.19 | - |
| Agricultural Food & other Products | 0.95 | - |
| Industrial Products | 0.59 | - |
| Beverages | 0.58 | 1.02 |
| Diversified Metals | 1.12 | 0.56 |
| Oil | 0.17 | - |
| Food Products | 0.53 | 0.54 |
| Industrial Manufacturing | 0.18 | - |
| Chemicals & Petrochemicals | 0.66 | - |
| Financial Technology (Fintech) | 1.2 | - |
| Metals & Minerals Trading | 0.3 | - |
| Consumable Fuels | 0.8 | - |
| Minerals & Mining | 0.61 | - |
| Fertilizers & Agrochemicals | 0.07 | - |
| Retailing | 1.54 | 3.37 |
| Transport Infrastructure | 1.26 | 5.29 |
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