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) | ₹41552 Cr | ₹211 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 | 0.33% | 0.32% |
6 Month | 3.27% | 2.99% |
1 Year | 6.64% | 6.24% |
3 Year | 7.15% | 6.56% |
5 Year | 5.82% | 5.24% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.42% | 1.28% |
1 Year | 6.4% | 5.89% |
3 Year | 7.07% | 6.57% |
5 Year | 6.6% | 6.05% |
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 | 0.39% | 0.66% |
Sharp | 1.19% | 1.79% |
Beta | - | 0.19% |
Alpha | - | 0.55% |
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 | 33.12 | 39 |
Large Cap | 49.41 | 51.24 |
Mid Cap | 14.99 | 9.65 |
Small Cap | 2.48 | 0.11 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 31.29 | 36.53 |
Energy | 4.78 | 7.25 |
Utilities | 2.76 | 2.99 |
Industrials | 5.61 | 6.43 |
Technology | 5.62 | 8.52 |
Basic Materials | 5.28 | 2.13 |
Healthcare | 3.74 | - |
Consumer Defensive | 4.13 | 1.36 |
Financial Services | 26.81 | 25.73 |
Consumer Cyclical | 6.26 | 4.03 |
Real Estate | 1.36 | 1.13 |
Communication Services | 2.36 | 3.91 |
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