- Mutual Funds
- LIC Mutual Fund
- LIC MF Arbitrage (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.4254
NAV (Nov 30)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | 4.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4.6% |
6 Month CAGR | 3.4% |
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 | 0.97 |
Launched (4y ago) | Jan 25, 2019 |
AUM in Crores | 27.988 |
ISIN | INF767K01PL9 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.944 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Arbitrage (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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 Debt Holdings
cash offset for derivatives
66.6%lic mf liquid dir gr
20.5%treps
13.8%future on hindalco industries ltd
3.9%future on ultratech cement ltd
3.9%Allocation by Sector
basic materials
14.4%financial services
13.8%industrials
8.1%healthcare
6.6%technology
4.8%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 6.9% | ||
3.9% | 5.3% | ||
3.9% | 5.3% | ||
15% | 13.3% | ||
4.6% | 6.4% |
LIC MF Arbitrage (G) Review
LIC MF Arbitrage (G) is a Arbitrage Debt fund and has delivered an annualised return of 4.6% over a period of 4 years. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Jaiprakash Toshniwal, Marzban Irani, Pratik Shroff, Sanjay Pawar, Sumit Bhatnagar.
Nav of LIC MF Arbitrage (G) as of 11/30/2023 is ₹12.43 with the total AUM as of 12/1/2023 is ₹27.988. 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.
LIC MF Arbitrage (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
LIC MF Arbitrage (G) is rated as a 0 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Arbitrage (G).
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 Not Reviewed Yet 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 0.97% for regular plan.