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  • LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M)

Formerly LIC MF Arbitrage Reg Mn DP

LIC Mutual Fund

LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M)

HybridArbitrage

10.9119

NAV (Oct 21)

3.9%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

37 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

10.9119

NAV (Oct 21)

Fund Returns

Last 1Y
3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
3.9%
6 Month CAGR
1.5%
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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

Expense Ratio
1.18
Launched (2y ago)
Jan 25, 2019
AUM in Crores
36.689
ISIN
INF767K01PN5
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Marzban Irani

Fund Manager

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Ritu Modi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 18,625 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 32 hybrid funds.

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  • tel-amc-about
    022-66016000
  • mail-amc-about
    cs.co@licmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    22.2%

    11.2%

    top-ranked-badge

    5.2%

    6.5%

    top-ranked-badge

    7.7%

    7.4%

    top-ranked-badge

    4.9%

    7%

    top-ranked-badge

    20.8%

    8.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M)

    About LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M)

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 3.9% over a period of 2 years. The fund was previously known as LIC MF Arbitrage Reg Mn DP . The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Marzban Irani, Ritu Modi

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) NAV,AUM,Risk

    The LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) fund was launched on Jan 25, 2019. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-21 is ₹10.91. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹36.689. The category risk of the LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) fund is Low Risk. The fund charges 1.18 % as expense ratio.

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 100.3% in this asset class. The top three holdings of the fund are , cash offset for derivatives , lic mf liquid dir gr , future on bajaj finance ltd , bajaj finance ltd , 182 dtb 25112021 , icici bank ltd. , icici bank ltd , nmdc ltd , future on nmdc ltd , apollo hospitals enterprise ltd , future on apollo hospitals enterprise ltd , treps , grasim industries ltd , havells india ltd , future on grasim industries ltd , future on havells india ltd , future on godrej consumer products ltd , future on hero motocorp ltd , hero motocorp ltd , godrej consumer products ltd , axis bank ltd , future on axis bank ltd , future on ambuja cements ltd , ambuja cements ltd , 182 dtb 14102021 , 182 dtb 18112021 , future on tata power co ltd , tata power co ltd , net receivables / (payables) , divi's laboratories ltd , future on divi's laboratories ltd , info edge (india) ltd , future on info edge (india) ltd , ashok leyland ltd , future on tata consumer products ltd , tata consumer products ltd , future on ashok leyland ltd , lupin ltd , future on bajaj auto ltd , bajaj auto ltd , future on lupin ltd , future on l&t finance holdings ltd , aurobindo pharma ltd , future on aurobindo pharma ltd , l&t finance holdings ltd , future on biocon ltd , biocon ltd , mahindra & mahindra ltd , future on mahindra & mahindra ltd , future on tata motors ltd , tata motors ltd , future on tech mahindra ltd , future on escorts ltd , escorts ltd , tech mahindra ltd , siemens ltd , future on siemens ltd , indian oil corp ltd , future on india power corporation ltd , ultratech cement ltd , future on bajaj finserv ltd , bajaj finserv ltd , future on ultratech cement ltd , tata consultancy services ltd , cummins india ltd , future on tata consultancy services ltd , future on hindalco industries ltd , hindalco industries ltd , future on jubilant foodworks ltd , future on cummins india ltd , jubilant foodworks ltd , housing development finance corp ltd , future on cholamandalam investment and finance co ltd , future on housing development finance corp ltd , cholamandalam investment and finance co ltd

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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