LIC MF Arbitrage Fund Regular vs Tata Arbitrage Fund compare

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Tata Arbitrage Fund-Regular Plan-Growth

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LIC MF Arbitrage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹12921 Cr	₹353 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹150	₹1000
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

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
1 Month	0.39%	0.42%
6 Month	3.36%	3.27%
1 Year	7.1%	6.85%
3 Year	6.66%	6.34%
5 Year	5.44%	5%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
6 Month	1.69%	1.66%
1 Year	6.89%	6.73%
3 Year	7.13%	6.83%
5 Year	6.3%	6.01%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
1 Year	5.21%	4.29%
3 Year	4.79%	4.13%
5 Year	5.34%	4.79%

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
Standard Deviation	0.592%	0.66%
Sharp	-0.416%	0.28%
Beta	-	0.65%
Alpha	-	-0.39%

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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

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
Others	101.54	34.4
Large Cap	46.75	50.87
Small Cap	2.95	3.28
Mid Cap	15.2	11.46

Scheme Name	Tata Arbitrage Fund-Regular Plan-Growth	LIC MF Arbitrage Fund Regular - Growth
Others	100.82	34.4
Communication Services	2.93	-
Energy	7.06	-
Utilities	3.52	-
Industrials	6.06	-
Technology	2.15	-
Basic Materials	8.71	-
Healthcare	1.77	-
Consumer Defensive	3.15	-
Financial Services	19.96	-
Consumer Cyclical	8.77	-
Real Estate	1.53	-
Petroleum Products	-	8.7
IT - Software	-	4.51
Cement & Cement Products	-	0.48
Personal Products	-	0.29
Ferrous Metals	-	2.46
Banks	-	18.62
Diversified FMCG	-	0.55
Pharmaceuticals & Biotechnology	-	0.74
Automobiles	-	7.74
Finance	-	1.43
Electrical Equipment	-	0.99
Power	-	3.36
Telecom - Services	-	0.43
Capital Markets	-	2.28
Gas	-	0.85
Aerospace & Defense	-	1.72
Realty	-	1.75
Consumer Durables	-	0.86
Auto Components	-	1.27
Leisure Services	-	0.27
Non - Ferrous Metals	-	1
Minerals & Mining	-	0.57
Retailing	-	1.13
Insurance	-	0.23
Chemicals & Petrochemicals	-	0.18
Transport Infrastructure	-	2.45
Beverages	-	0.75