Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Arbitrage Fund Regular vs UTI Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon LIC MF Arbitrage Fund Regular - Growth

Invest Now

tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Fund LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹168 Cr ₹6518 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 25 Jan 2019 29 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 1110%
Expense Ratio 0.99 0.74
Manager Pratik Harish Shroff Deepesh Agarwal
ISIN Code INF767K01PL9 INF789FB1RJ0
Exits Load LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.56% 0.65%
6 Month 3.42% 3.66%
1 Year 6.72% 7.18%
3 Year 6.43% 6.88%
5 Year 5.07% 5.57%

SIP Return Analysis

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.67% 1.81%
1 Year 6.77% 7.27%
3 Year 6.86% 7.38%
5 Year 6.07% 6.52%

Rolling Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 4.65% 6.8%
3 Year 4.34% 6.66%
5 Year 4.81% 6.98%

Risk Management

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.92% 0.617%
Sharp 0.35% -0.152%
Beta 0.44% -
Alpha -0.12% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Name Pratik Harish Shroff Deepesh Agarwal
Total AUM ₹2586 Cr ₹35015 Cr
Funds Managed 10 9
LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 33.21 97.1
Large Cap 46.53 44.49
Mid Cap 15.97 11.54
Small Cap 4.3 2.47

Sector Allocation

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 33.21 97.05
Petroleum Products 3.57 -
IT - Software 7.15 -
Cement & Cement Products 0.73 -
Personal Products 0.42 -
Ferrous Metals 3.4 -
Banks 20.92 -
Pharmaceuticals & Biotechnology 0.07 -
Automobiles 3.02 -
Electrical Equipment 1.08 -
Power 5.47 -
Capital Markets 3.16 -
Finance 1.05 -
Diversified FMCG 0.13 -
Aerospace & Defense 1.45 -
Realty 2.64 -
Consumer Durables 0.11 -
Auto Components 1.96 -
Leisure Services 0.43 -
Gas 0.98 -
Non - Ferrous Metals 1.46 -
Minerals & Mining 0.08 -
Retailing 1.71 -
Insurance 0.3 -
Chemicals & Petrochemicals 0.29 -
Transport Infrastructure 3.96 -
Beverages 1.26 -
Energy - 5.75
Utilities - 2.2
Industrials - 5.13
Technology - 3.79
Healthcare - 2.43
Basic Materials - 5.9
Consumer Defensive - 1.49
Financial Services - 22.63
Consumer Cyclical - 5.77
Communication Services - 2.02
Real Estate - 1.43

Top Comparisons

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns17.09%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns17.09%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.54%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.29%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns35.19%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns25.05%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.6%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.67%

Compare Now
Add to Cart Successfully