LIC MF Arbitrage Fund Regular vs UTI Arbitrage Fund 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) | ₹353 Cr | ₹6518 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 | 0.6% | 0.7% |
6 Month | 3.4% | 3.75% |
1 Year | 6.91% | 7.46% |
3 Year | 6.23% | 6.66% |
5 Year | 4.94% | 5.51% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.98% | 2.16% |
1 Year | 6.89% | 7.43% |
3 Year | 6.81% | 7.33% |
5 Year | 5.92% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 4.29% | 6.72% |
3 Year | 4.13% | 6.66% |
5 Year | 4.79% | 7.02% |
Risk Management
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.66% | 0.617% |
Sharp | -0.67% | -0.152% |
Beta | 0.71% | - |
Alpha | -0.6% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.96 | 97.1 |
Large Cap | 52.33 | 44.49 |
Mid Cap | 10.83 | 11.54 |
Small Cap | 2.89 | 2.47 |
Sector Allocation
Scheme Name |
LIC MF Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.96 | 97.05 |
Energy | 8.2 | 5.75 |
Industrials | 5.73 | 5.13 |
Technology | 3.11 | 3.79 |
Basic Materials | 3.74 | 5.9 |
Consumer Defensive | 2.12 | 1.49 |
Financial Services | 26.43 | 22.63 |
Healthcare | 0.93 | 2.43 |
Consumer Cyclical | 8.44 | 5.77 |
Utilities | 4.17 | 2.2 |
Communication Services | 1.64 | 2.02 |
Real Estate | 1.53 | 1.43 |
Top Comparisons
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns18%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns18.94%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns13.26%
UTI Flexi Cap Fund - Growth Option
3Y Returns7.93%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns13.34%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns15.46%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns8.56%