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LIC MF Arbitrage Fund Regular vs Tata Arbitrage Fund compare
Tata Arbitrage Fund-Regular Plan-Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹20154 Cr | ₹282 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 18 Dec 2018 | 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 | 487.73% | % |
| Expense Ratio | 1.08 | 0.99 |
| Manager | Sailesh Jain | Pratik Harish Shroff |
| ISIN Code | INF277K015Q7 | INF767K01PL9 |
| Exits Load | Tata Arbitrage Fund - 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 | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.44% |
| 6 Month | 2.75% | 2.65% |
| 1 Year | 6.3% | 6.1% |
| 3 Year | 6.98% | 6.65% |
| 5 Year | 5.71% | 5.41% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.36% |
| 1 Year | 5.77% | 5.62% |
| 3 Year | 6.68% | 6.4% |
| 5 Year | 6.36% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.92% | 5.2% |
| 3 Year | 5.02% | 4.74% |
| 5 Year | 5.41% | 4.9% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.66% |
| Sharp | 0.93% | 1.89% |
| Beta | - | 0.46% |
| Alpha | - | 0.04% |
Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Pratik Harish Shroff |
| Total AUM | ₹17041 Cr | ₹2586 Cr |
| Funds Managed | 7 | 10 |
| Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.07 | 32.71 |
| Large Cap | 45.95 | 53.65 |
| Mid Cap | 24.04 | 12.35 |
| Small Cap | 4.94 | 1.3 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 22.31 | 31.41 |
| Communication Services | 2.84 | 7.54 |
| Energy | 4.45 | 6.67 |
| Industrials | 6.78 | 7.33 |
| Technology | 3.3 | 4.31 |
| Basic Materials | 9.64 | 5.14 |
| Healthcare | 4.23 | 2.26 |
| Consumer Defensive | 6.73 | 4.13 |
| Financial Services | 26.66 | 25.08 |
| Consumer Cyclical | 7.53 | 4.18 |
| Utilities | 2.74 | 0.49 |
| Real Estate | 2.8 | 1.46 |
Top Comparisons
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.73%
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3Y Returns17.02%
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3Y Returns6.95%
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3Y Returns6.96%
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3Y Returns16.04%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.05%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.09%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns20.75%
