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) | ₹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 | 0.59% | 0.7% |
6 Month | 3.47% | 3.75% |
1 Year | 6.91% | 7.46% |
3 Year | 6.23% | 6.66% |
5 Year | 4.97% | 5.51% |
SIP Return Analysis
Scheme Name | LIC MF Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.54% | 1.63% |
1 Year | 6.54% | 6.95% |
3 Year | 6.7% | 7.19% |
5 Year | 5.86% | 6.29% |
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% | - |
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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 |
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