UTI Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

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tortoise-icon LIC MF Arbitrage Fund Regular - Growth

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹253 Cr ₹5521 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 07 Jan 2019 22 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 0.97 0.9
Manager Pratik Harish Shroff Deepesh Agarwal
ISIN Code INF767K01PL9 INF789FB1RJ0
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 UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.6% 0.59%
6 Month 3.54% 3.65%
1 Year 7.04% 7.73%
3 Year 5.6% 5.83%
5 Year 4.83% 5.27%

SIP Return Analysis

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.42% 3.73%
3 Year 9.58% 10.27%
5 Year 14.04% 15.31%

Rolling Lumpsum Returns

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 4.22% 4.67%
3 Year 11% 12%
5 Year 14.15% 15.47%

Risk Management

Scheme Name LIC MF Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.66% 0.68%
Sharp -2.08% -1.31%
Beta 0.81% 0.87%
Alpha -0.7% -0.33%

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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
Fund Manage 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 35.98 16.28
Large Cap 37.84 46.86
Mid Cap 19.52 15.07
Small Cap 6.7 3.53

Sector Allocation

Scheme Name

LIC MF Arbitrage Fund Regular - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 70.33 76.69
Financial 3.91 1.69
Energy -0.02 2.65
Chemicals -0.0099999999999998 0.03
Consumer Staples -0.01 0.08
Services -0.019999999999999 0.9
Metals & Mining -0.05 -0.08
Technology -0.02 -0.0099999999999999
Materials -0.03 -0.030000000000001
Healthcare -0.04 -0.040000000000001
Capital Goods -0.010000000000001 -0.04
Insurance -0.01 -
Automobile -0.02 -0.030000000000001
Consumer Discretionary 0 -0.01
Construction -0.02 -0.01
Communication -0.01 -0.050000000000001
Unclassified 26.07 -
Diversified - 0

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