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 | ₹9149 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 | 0.46% | 0.5% |
6 Month | 2.66% | 2.86% |
1 Year | 6.21% | 6.66% |
3 Year | 6.56% | 7.07% |
5 Year | 5.27% | 5.7% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.23% | 1.35% |
1 Year | 5.67% | 6.13% |
3 Year | 6.48% | 6.98% |
5 Year | 6.03% | 6.47% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 4.97% | 6.86% |
3 Year | 4.57% | 6.69% |
5 Year | 4.86% | 6.96% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.66% | 0.41% |
Sharp | 1.24% | 0.79% |
Beta | 0.22% | - |
Alpha | 0.3% | - |
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 | 39 | 35.81 |
Large Cap | 51.24 | 46.24 |
Mid Cap | 9.65 | 15.51 |
Small Cap | 0.11 | 2.45 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 36.53 | 34.33 |
Energy | 7.25 | 4.62 |
Technology | 8.52 | 4.47 |
Consumer Defensive | 1.36 | 4.46 |
Basic Materials | 2.13 | 6.15 |
Financial Services | 25.73 | 25.39 |
Consumer Cyclical | 4.03 | 7.19 |
Industrials | 6.43 | 4.02 |
Utilities | 2.99 | 1.6 |
Real Estate | 1.13 | 1.03 |
Communication Services | 3.91 | 2.98 |
Healthcare | - | 3.76 |
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