- Mutual Funds
- LIC Mutual Fund
- LIC MF Arbitrage (Growth)
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Arbitrage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
30 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.4367
NAV (Jun 24)
Fund Returns
Last 1Y | 3.3% |
Last 3Y | 3.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4% |
6 Month CAGR | 1.7% |
Scheme Information
The investment objective of the scheme is to generate income by taking advantage of arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment of the equity market along with investments in debt securities & money market instruments.However,there is no assurance that the investment objective of the Schemes will be realized.
Expense Ratio | 1.18 |
Launched (3y ago) | Jan 25, 2019 |
AUM in Crores | 29.617 |
ISIN | INF767K01PL9 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
68.6%lic mf liquid dir gr
24.8%future on hindalco industries ltd
6.6%hindalco industries ltd
6.6%nestle india ltd
5.5%Allocation by Sector
financial services
22%basic materials
12.1%consumer defensive
12.1%consumer cyclical
8.5%utilities
5.4%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
LIC Mutual Fund Asset Management Limited manages assets worth 14,998 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 35 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 5.4% | ||
6.6% | 7.8% | ||
4.1% | 6.9% | ||
3.6% | 5.4% | ||
3.6% | 5.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsLIC MF Arbitrage (G) Review
LIC MF Arbitrage (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 4% over a period of 3 years. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Jaiprakash Toshniwal, Marzban Irani, Sanjay Pawar.
Nav of LIC MF Arbitrage (G) as of 6/24/2022 is ₹11.44 with the total AUM as of 6/25/2022 is ₹29.617. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Arbitrage (G) was launched on Jan 25, 2019. The category risk of the fund is Low Risk.
The minimum SIP amount for LIC MF Arbitrage (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is LIC MF Arbitrage (G)?
How to invest in LIC MF Arbitrage (G)?
You can invest in LIC MF Arbitrage (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of LIC MF Arbitrage (G)?
The minimum sip amount for LIC MF Arbitrage (G) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Arbitrage (G) good to invest in?
As per Scripbox experts, LIC MF Arbitrage (G) is a Neutral fund. You can investLIC MF Arbitrage (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the LIC MF Arbitrage (G)?
The expense ratio of the LIC MF Arbitrage (G) is 1.18% for regular plan.