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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) | ₹192 Cr | ₹8512 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 | 0.48% | 0.5% |
| 6 Month | 3.01% | 3.28% |
| 1 Year | 6.43% | 6.89% |
| 3 Year | 6.57% | 7.03% |
| 5 Year | 5.22% | 5.67% |
SIP Return Analysis
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.58% |
| 1 Year | 6.33% | 6.78% |
| 3 Year | 6.71% | 7.21% |
| 5 Year | 6.09% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.85% | 6.86% |
| 3 Year | 4.47% | 6.68% |
| 5 Year | 4.83% | 6.97% |
Risk Management
| Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.40% |
| Sharp | 1.79% | 0.87% |
| Beta | 0.18% | - |
| Alpha | 0.6% | - |
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 | 36.66 | 35.13 |
| Large Cap | 52.13 | 46.83 |
| Mid Cap | 11.09 | 15.05 |
| Small Cap | 0.12 | 2.99 |
Sector Allocation
| Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.91 | 33.66 |
| Energy | 6.63 | 4.74 |
| Technology | 11.83 | 4.83 |
| Basic Materials | 2.39 | 6.6 |
| Consumer Defensive | 1.52 | 4.8 |
| Financial Services | 24.95 | 25 |
| Consumer Cyclical | 4.34 | 6.55 |
| Industrials | 7.42 | 4.14 |
| Utilities | 3.47 | 1.8 |
| Real Estate | 1.32 | 0.79 |
| Communication Services | 2.23 | 2.8 |
| Healthcare | - | 4.28 |
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