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Tata Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Tata Arbitrage Fund-Regular Plan-Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹12921 Cr | ₹353 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 18 Dec 2018 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 487.73% | % |
| Expense Ratio | 1.08 | 0.99 |
| Manager | Sailesh Jain | Pratik Harish Shroff |
| ISIN Code | INF277K015Q7 | INF767K01PL9 |
| Exits Load | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.67% | 0.58% |
| 6 Month | 3.54% | 3.44% |
| 1 Year | 7.14% | 6.83% |
| 3 Year | 6.5% | 6.2% |
| 5 Year | 5.41% | 4.9% |
SIP Return Analysis
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.09% | 1.98% |
| 1 Year | 7.21% | 6.89% |
| 3 Year | 7.17% | 6.81% |
| 5 Year | 6.25% | 5.92% |
Rolling Lumpsum Returns
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.21% | 4.29% |
| 3 Year | 4.79% | 4.13% |
| 5 Year | 5.34% | 4.79% |
Risk Management
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.592% | 0.66% |
| Sharp | -0.416% | -0.67% |
| Beta | - | 0.71% |
| Alpha | - | -0.6% |
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Fund Managers
| Scheme Name | Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Pratik Harish Shroff |
| Total AUM | ₹17041 Cr | ₹2586 Cr |
| Funds Managed | 7 | 10 |
| Tata Arbitrage Fund-Regular Plan-Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 101.54 | 33.96 |
| Large Cap | 46.75 | 52.33 |
| Small Cap | 2.95 | 2.89 |
| Mid Cap | 15.2 | 10.83 |
Sector Allocation
| Scheme Name |
Tata Arbitrage Fund-Regular Plan-Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 100.82 | 33.96 |
| Communication Services | 2.93 | 1.64 |
| Energy | 7.06 | 8.2 |
| Utilities | 3.52 | 4.17 |
| Industrials | 6.06 | 5.73 |
| Technology | 2.15 | 3.11 |
| Basic Materials | 8.71 | 3.74 |
| Healthcare | 1.77 | 0.93 |
| Consumer Defensive | 3.15 | 2.12 |
| Financial Services | 19.96 | 26.43 |
| Consumer Cyclical | 8.77 | 8.44 |
| Real Estate | 1.53 | 1.53 |
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