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 | 0.44% | 0.42% |
| 6 Month | 2.84% | 2.64% |
| 1 Year | 6.48% | 6.03% |
| 3 Year | 7.19% | 6.65% |
| 5 Year | 6% | 5.42% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.39% | 1.33% |
| 1 Year | 5.99% | 5.59% |
| 3 Year | 6.81% | 6.37% |
| 5 Year | 6.59% | 6.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.56% | 5.2% |
| 3 Year | 6.24% | 4.74% |
| 5 Year | 6.87% | 4.9% |
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 | 27.29 | 32.71 |
| Large Cap | 50.97 | 53.65 |
| Mid Cap | 18.34 | 12.35 |
| Small Cap | 3.4 | 1.3 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.36 | 31.41 |
| Energy | 4.5 | 6.67 |
| Industrials | 6.59 | 7.33 |
| Technology | 5.95 | 4.31 |
| Basic Materials | 8.01 | 5.14 |
| Healthcare | 4.23 | 2.26 |
| Consumer Defensive | 4.8 | 4.13 |
| Financial Services | 26.49 | 25.08 |
| Consumer Cyclical | 6.4 | 4.18 |
| Real Estate | 1.66 | 1.46 |
| Utilities | 2.39 | 0.49 |
| Communication Services | 3.61 | 7.54 |
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