SBI Arbitrage Opportunities Fund vs LIC MF Arbitrage Fund Regular compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹39217 Cr | ₹225 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 03 Nov 2006 | 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 | 252% | % |
Expense Ratio | 0.94 | 0.99 |
Manager | R Arun | Pratik Harish Shroff |
ISIN Code | INF200K01156 | INF767K01PL9 |
Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.56% | 0.52% |
6 Month | 2.93% | 2.67% |
1 Year | 6.78% | 6.35% |
3 Year | 7.17% | 6.58% |
5 Year | 5.88% | 5.3% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.46% | 1.32% |
1 Year | 6.36% | 5.84% |
3 Year | 7.03% | 6.53% |
5 Year | 6.62% | 6.07% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 6.55% | 4.97% |
3 Year | 6.19% | 4.57% |
5 Year | 6.91% | 4.86% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.40% | 0.66% |
Sharp | 1.04% | 1.24% |
Beta | - | 0.22% |
Alpha | - | 0.3% |
Fund Managers
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | R Arun | Pratik Harish Shroff |
Total AUM | ₹207055 Cr | ₹2586 Cr |
Funds Managed | 8 | 10 |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 30.48 | 35.81 |
Large Cap | 50.38 | 51.57 |
Mid Cap | 16.4 | 11.53 |
Small Cap | 2.74 | 1.09 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 29.12 | 33.97 |
Energy | 5.44 | 6.75 |
Industrials | 6.28 | 5.78 |
Technology | 5.56 | 4.84 |
Basic Materials | 6.25 | 2.23 |
Healthcare | 3.86 | 1.78 |
Consumer Defensive | 4.22 | 2.19 |
Financial Services | 25.87 | 31.93 |
Consumer Cyclical | 6.26 | 2.43 |
Real Estate | 1.42 | 1.02 |
Utilities | 2.59 | 1.84 |
Communication Services | 3.12 | 5.25 |
Top Comparisons
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.65%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns18.01%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.18%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.46%
HSBC Liquid Fund - Regular Growth
3Y Returns7%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns7%