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) | ₹259 Cr | ₹10720 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹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 | 0.56% | 0.63% |
| 6 Month | 2.8% | 2.99% |
| 1 Year | 6.09% | 6.53% |
| 3 Year | 6.64% | 7.15% |
| 5 Year | 5.47% | 5.9% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.56% |
| 1 Year | 5.69% | 6.19% |
| 3 Year | 6.38% | 6.89% |
| 5 Year | 6.11% | 6.56% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.25% | 6.8% |
| 3 Year | 4.8% | 6.71% |
| 5 Year | 4.91% | 6.93% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 1.61% | 2.46% |
| Beta | 0.46% | 0.5% |
| Alpha | -0.06% | 0.36% |
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 | 34.19 | 25.51 |
| Large Cap | 54.9 | 50.61 |
| Mid Cap | 10.76 | 19.51 |
| Small Cap | 0.14 | 4.37 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.05 | 24.08 |
| Energy | 6.2 | 3.77 |
| Consumer Defensive | 3.46 | 5.63 |
| Basic Materials | 5.6 | 9.32 |
| Financial Services | 22.98 | 29.36 |
| Healthcare | 3.4 | 4.09 |
| Consumer Cyclical | 4.42 | 8.88 |
| Industrials | 7.27 | 4.56 |
| Utilities | 0.5 | 1.41 |
| Communication Services | 7.79 | 2.92 |
| Real Estate | 1.49 | 1.95 |
| Technology | 3.83 | 4.04 |
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