LIC MF Arbitrage Fund Regular vs Axis Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon LIC MF Arbitrage Fund Regular - Growth

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹253 Cr ₹5237 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 Jan 2019 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 64.15%
Expense Ratio 0.97 1.01
Manager Pratik Harish Shroff Devang Shah
ISIN Code INF767K01PL9 INF846K01QC8
Exits Load Exit load of 0.25% if redeemed within 1 months./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.5% 0.57%
6 Month 3.49% 3.65%
1 Year 7.1% 7.61%
3 Year 5.61% 5.86%
5 Year 4.83% 5.19%

SIP Return Analysis

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.42% 3.68%
3 Year 9.58% 10.1%
5 Year 14.04% 15.06%

Rolling Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.22% 4.59%
3 Year 11% 11.86%
5 Year 14.15% 15.25%

Risk Management

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.66% 0.66%
Sharp -2.08% -1.31%
Beta 0.81% 0.8%
Alpha -0.7% -0.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Pratik Harish Shroff Devang Shah
Total AUM ₹2586 Cr ₹60014 Cr
Fund Manage 10 15
LIC MF Arbitrage Fund Regular - Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 35.98 26.31
Large Cap 37.84 38.5
Mid Cap 19.52 7.49
Small Cap 6.7 1.58

Sector Allocation

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 70.33 72.33
Financial 3.91 1.65
Energy -0.02 -0.050000000000002
Chemicals -0.0099999999999998 -5.5511151231258E-17
Consumer Staples -0.01 0.01
Services -0.019999999999999 1.0408340855861E-17
Metals & Mining -0.05 -0.06
Technology -0.02 -
Materials -0.03 -0.0099999999999998
Healthcare -0.04 -0.02
Capital Goods -0.010000000000001 -0.02
Insurance -0.01 -
Automobile -0.02 -0.01
Consumer Discretionary 0 0
Construction -0.02 0.07
Communication -0.01 -0.01
Unclassified 26.07 -
Diversified - 0

Top Comparisons

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns33.46%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns26.31%

Compare Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.25%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns8.97%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.77%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.67%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns5.33%

VS

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns5.54%

Compare Now
Request call back
Add to Cart Successfully