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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) | ₹289 Cr | ₹10106 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 | 0.53% | 0.57% |
| 6 Month | 2.66% | 2.91% |
| 1 Year | 6.1% | 6.59% |
| 3 Year | 6.67% | 7.18% |
| 5 Year | 5.38% | 5.81% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.45% |
| 1 Year | 5.71% | 6.14% |
| 3 Year | 6.45% | 6.94% |
| 5 Year | 6.08% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.15% | 6.83% |
| 3 Year | 4.65% | 6.7% |
| 5 Year | 4.9% | 6.94% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 1.51% | 2.35% |
| Beta | 0.49% | 0.52% |
| Alpha | -0.09% | 0.35% |
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 | 33.97 | 21.92 |
| Large Cap | 51.77 | 53.38 |
| Mid Cap | 13.08 | 21.18 |
| Small Cap | 1.18 | 3.51 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.43 | 20.85 |
| Energy | 6.4 | 4.1 |
| Consumer Defensive | 4.16 | 5.76 |
| Basic Materials | 5.4 | 9.05 |
| Financial Services | 25.11 | 31.05 |
| Industrials | 6.52 | 5.06 |
| Utilities | 0.5 | 1.9 |
| Communication Services | 5.77 | 2.77 |
| Real Estate | 1.35 | 1.79 |
| Consumer Cyclical | 4.09 | 8.95 |
| Healthcare | 2.09 | 4.35 |
| Technology | 6.18 | 4.37 |
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