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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) | ₹19150 Cr | ₹225 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 | 0.56% | 0.57% |
| 6 Month | 2.87% | 2.71% |
| 1 Year | 6.57% | 6.28% |
| 3 Year | 6.97% | 6.59% |
| 5 Year | 5.64% | 5.3% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.38% |
| 1 Year | 6.16% | 5.86% |
| 3 Year | 6.86% | 6.53% |
| 5 Year | 6.38% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.67% | 4.97% |
| 3 Year | 4.95% | 4.57% |
| 5 Year | 5.39% | 4.86% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.66% |
| Sharp | 0.51% | 1.24% |
| Beta | - | 0.22% |
| Alpha | - | 0.3% |
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 | 34.63 | 35.81 |
| Large Cap | 40.57 | 51.57 |
| Mid Cap | 20.91 | 11.53 |
| Small Cap | 3.89 | 1.09 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 32.16 | 33.97 |
| Communication Services | 3.2 | 5.25 |
| Energy | 6.12 | 6.75 |
| Industrials | 4.84 | 5.78 |
| Technology | 3.18 | 4.84 |
| Basic Materials | 6.37 | 2.23 |
| Healthcare | 3.61 | 1.78 |
| Consumer Defensive | 5.38 | 2.19 |
| Financial Services | 23.2 | 31.93 |
| Consumer Cyclical | 6.05 | 2.43 |
| Utilities | 3.71 | 1.84 |
| Real Estate | 2.18 | 1.02 |
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