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) | ₹41083 Cr | ₹282 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | 0.46% | 0.44% |
| 6 Month | 2.77% | 2.6% |
| 1 Year | 6.53% | 6.11% |
| 3 Year | 7.17% | 6.63% |
| 5 Year | 5.98% | 5.4% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.36% |
| 1 Year | 5.99% | 5.62% |
| 3 Year | 6.83% | 6.4% |
| 5 Year | 6.6% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.56% | 5.17% |
| 3 Year | 6.24% | 4.66% |
| 5 Year | 6.89% | 4.9% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.66% |
| Sharp | 2.75% | 1.89% |
| Beta | 0.46% | 0.46% |
| Alpha | 0.57% | 0.04% |
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 | 25.29 | 33.97 |
| Large Cap | 53.14 | 51.77 |
| Mid Cap | 18.48 | 13.08 |
| Small Cap | 3.1 | 1.18 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 23.68 | 32.43 |
| Energy | 5.83 | 6.4 |
| Industrials | 7.24 | 6.52 |
| Technology | 6.25 | 6.18 |
| Healthcare | 3.96 | 2.09 |
| Consumer Defensive | 4.95 | 4.16 |
| Financial Services | 27.65 | 25.11 |
| Basic Materials | 7.07 | 5.4 |
| Consumer Cyclical | 5.59 | 4.09 |
| Real Estate | 1.61 | 1.35 |
| Utilities | 2.8 | 0.5 |
| Communication Services | 3.36 | 5.77 |
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