- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Arbitrage Fund Regular vs UTI Arbitrage Fund compare
LIC MF Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹225 Cr | ₹9167 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 | 0.45% | 0.48% |
| 6 Month | 2.7% | 2.89% |
| 1 Year | 6.19% | 6.63% |
| 3 Year | 6.59% | 7.11% |
| 5 Year | 5.29% | 5.72% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.46% |
| 1 Year | 5.86% | 6.3% |
| 3 Year | 6.53% | 7.03% |
| 5 Year | 6.08% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.97% | 6.86% |
| 3 Year | 4.57% | 6.69% |
| 5 Year | 4.86% | 6.96% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.41% |
| Sharp | 1.24% | 0.79% |
| Beta | 0.22% | - |
| Alpha | 0.3% | - |
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 | 35.81 | 21.57 |
| Large Cap | 51.57 | 54.1 |
| Mid Cap | 11.53 | 20.86 |
| Small Cap | 1.09 | 3.48 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.97 | 20.38 |
| Energy | 6.75 | 5 |
| Consumer Defensive | 2.19 | 5.05 |
| Basic Materials | 2.23 | 8.05 |
| Financial Services | 31.93 | 31.03 |
| Consumer Cyclical | 2.43 | 9.56 |
| Industrials | 5.78 | 5.25 |
| Utilities | 1.84 | 2.09 |
| Real Estate | 1.02 | 1.54 |
| Communication Services | 5.25 | 3.74 |
| Healthcare | 1.78 | 4.02 |
| Technology | 4.84 | 4.27 |
Top Comparisons
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.75%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.35%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.34%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.36%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.26%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.95%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.32%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.31%
