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) | ₹39217 Cr | ₹225 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 | 0.56% | 0.55% |
| 6 Month | 2.95% | 2.66% |
| 1 Year | 6.59% | 6.16% |
| 3 Year | 7.25% | 6.68% |
| 5 Year | 5.9% | 5.32% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.28% |
| 1 Year | 6.05% | 5.61% |
| 3 Year | 6.91% | 6.45% |
| 5 Year | 6.58% | 6.05% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.55% | 4.97% |
| 3 Year | 6.19% | 4.57% |
| 5 Year | 6.91% | 4.86% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.66% |
| Sharp | 1.25% | 1.24% |
| Beta | - | 0.22% |
| Alpha | - | 0.3% |
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 | 30.48 | 33.98 |
| Large Cap | 50.38 | 51.84 |
| Mid Cap | 16.4 | 14.11 |
| Small Cap | 2.74 | 0.09 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 29.12 | 33.98 |
| Energy | 5.44 | - |
| Industrials | 6.28 | - |
| Technology | 5.56 | - |
| Basic Materials | 6.25 | - |
| Healthcare | 3.86 | - |
| Consumer Defensive | 4.22 | - |
| Financial Services | 25.87 | - |
| Consumer Cyclical | 6.26 | - |
| Real Estate | 1.42 | - |
| Utilities | 2.59 | - |
| Communication Services | 3.12 | - |
| 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 |
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