Nippon India Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16259 Cr | ₹282 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Oct 2010 | 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 | 1243% | % |
| Expense Ratio | 1.07 | 0.99 |
| Manager | Anju Chhajer | Pratik Harish Shroff |
| ISIN Code | INF204K01IY1 | INF767K01PL9 |
| Exits Load | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.54% | 0.53% |
| 6 Month | 2.73% | 2.62% |
| 1 Year | 6.22% | 6.13% |
| 3 Year | 6.96% | 6.74% |
| 5 Year | 5.69% | 5.38% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.36% |
| 1 Year | 5.74% | 5.62% |
| 3 Year | 6.6% | 6.4% |
| 5 Year | 6.32% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.59% | 5.17% |
| 3 Year | 6.31% | 4.66% |
| 5 Year | 5.93% | 4.9% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.34% |
| Sharp | 0.55% | -0.14% |
| Beta | 0.48% | 0.46% |
| Alpha | 0.22% | 0.04% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Anju Chhajer | Pratik Harish Shroff |
| Total AUM | ₹71679 Cr | ₹2586 Cr |
| Funds Managed | 13 | 10 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.01 | 33.97 |
| Large Cap | 51.95 | 51.77 |
| Mid Cap | 19.68 | 13.08 |
| Small Cap | 3.37 | 1.18 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 23.9 | 32.43 |
| Energy | 5.98 | 6.4 |
| Industrials | 6.69 | 6.52 |
| Basic Materials | 11.23 | 5.4 |
| Healthcare | 4.39 | 2.09 |
| Consumer Defensive | 5.31 | 4.16 |
| Financial Services | 23.7 | 25.11 |
| Technology | 3.23 | 6.18 |
| Consumer Cyclical | 6.53 | 4.09 |
| Real Estate | 1.42 | 1.35 |
| Utilities | 3.39 | 0.5 |
| Communication Services | 4.22 | 5.77 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.52%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.94%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns24.56%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.12%
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.81%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.39%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.83%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.6%