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UTI Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
LIC MF Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹225 Cr | ₹9167 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 25 Jan 2019 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1110% |
| Expense Ratio | 0.99 | 0.74 |
| Manager | Pratik Harish Shroff | Deepesh Agarwal |
| ISIN Code | INF767K01PL9 | INF789FB1RJ0 |
| Exits Load | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.53% |
| 6 Month | 2.58% | 2.89% |
| 1 Year | 6.04% | 6.51% |
| 3 Year | 6.65% | 7.18% |
| 5 Year | 5.32% | 5.76% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.32% | 1.39% |
| 1 Year | 5.66% | 6.09% |
| 3 Year | 6.45% | 6.95% |
| 5 Year | 6.07% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.12% | 6.84% |
| 3 Year | 4.63% | 6.69% |
| 5 Year | 4.89% | 6.95% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.39% |
| Sharp | 1.51% | 1.08% |
| Beta | 0.49% | - |
| Alpha | -0.09% | - |
Fund Managers
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pratik Harish Shroff | Deepesh Agarwal |
| Total AUM | ₹2586 Cr | ₹35015 Cr |
| Funds Managed | 10 | 9 |
| LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.81 | 21.92 |
| Large Cap | 51.57 | 53.38 |
| Mid Cap | 11.53 | 21.18 |
| Small Cap | 1.09 | 3.51 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.97 | 20.85 |
| Energy | 6.75 | 4.1 |
| Consumer Defensive | 2.19 | 5.76 |
| Basic Materials | 2.23 | 9.05 |
| Financial Services | 31.93 | 31.05 |
| Consumer Cyclical | 2.43 | 8.95 |
| Industrials | 5.78 | 5.06 |
| Utilities | 1.84 | 1.9 |
| Real Estate | 1.02 | 1.79 |
| Communication Services | 5.25 | 2.77 |
| Healthcare | 1.78 | 4.35 |
| Technology | 4.84 | 4.37 |
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