Tata Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Tata Arbitrage Fund-Regular Plan-Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹12921 Cr | ₹353 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Dec 2018 | 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 | 487.73% | % |
Expense Ratio | 1.08 | 0.99 |
Manager | Sailesh Jain | Pratik Harish Shroff |
ISIN Code | INF277K015Q7 | INF767K01PL9 |
Exits Load | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.55% | 0.58% |
6 Month | 3.47% | 3.42% |
1 Year | 7.18% | 6.91% |
3 Year | 6.67% | 6.37% |
5 Year | 5.45% | 5% |
SIP Return Analysis
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.82% | 1.76% |
1 Year | 7.27% | 7.05% |
3 Year | 7.24% | 6.92% |
5 Year | 6.35% | 6.04% |
Rolling Lumpsum Returns
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 5.21% | 4.29% |
3 Year | 4.79% | 4.13% |
5 Year | 5.34% | 4.79% |
Risk Management
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.592% | 0.66% |
Sharp | -0.416% | 0.28% |
Beta | - | 0.65% |
Alpha | - | -0.39% |
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Fund Managers
Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | Sailesh Jain | Pratik Harish Shroff |
Total AUM | ₹17041 Cr | ₹2586 Cr |
Funds Managed | 7 | 10 |
Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 101.54 | 34.4 |
Large Cap | 46.75 | 50.87 |
Small Cap | 2.95 | 3.28 |
Mid Cap | 15.2 | 11.46 |
Sector Allocation
Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 100.82 | 34.4 |
Communication Services | 2.93 | - |
Energy | 7.06 | - |
Utilities | 3.52 | - |
Industrials | 6.06 | - |
Technology | 2.15 | - |
Basic Materials | 8.71 | - |
Healthcare | 1.77 | - |
Consumer Defensive | 3.15 | - |
Financial Services | 19.96 | - |
Consumer Cyclical | 8.77 | - |
Real Estate | 1.53 | - |
Petroleum Products | - | 8.7 |
IT - Software | - | 4.51 |
Cement & Cement Products | - | 0.48 |
Personal Products | - | 0.29 |
Ferrous Metals | - | 2.46 |
Banks | - | 18.62 |
Diversified FMCG | - | 0.55 |
Pharmaceuticals & Biotechnology | - | 0.74 |
Automobiles | - | 7.74 |
Finance | - | 1.43 |
Electrical Equipment | - | 0.99 |
Power | - | 3.36 |
Telecom - Services | - | 0.43 |
Capital Markets | - | 2.28 |
Gas | - | 0.85 |
Aerospace & Defense | - | 1.72 |
Realty | - | 1.75 |
Consumer Durables | - | 0.86 |
Auto Components | - | 1.27 |
Leisure Services | - | 0.27 |
Non - Ferrous Metals | - | 1 |
Minerals & Mining | - | 0.57 |
Retailing | - | 1.13 |
Insurance | - | 0.23 |
Chemicals & Petrochemicals | - | 0.18 |
Transport Infrastructure | - | 2.45 |
Beverages | - | 0.75 |
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