• Mutual Funds
  • LIC Mutual Fund
  • LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W)

Formerly LIC MF Arbitrage Reg Wkly DR

LIC Mutual Fund

LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W)

HybridArbitrage

10.8994

NAV (Dec 03)

4%
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

31 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

10.8994

NAV (Dec 3)

Fund Returns

Last 1Y

3.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

4%

6 Month CAGR

1.6%

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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

Low Risk

Expense Ratio

1.18

Launched (2y ago)

Jan 25, 2019

AUM in Crores

30.531

ISIN

INF767K01PM7

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Jaiprakash Toshniwal

Fund Manager

user-avatar

Marzban Irani

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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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)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

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About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 15,883 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

    17.5%

    10.9%

    16.9%

    13.8%

    4.9%

    6.5%

    19.4%

    13.9%

    7.3%

    7.4%

    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 (RIDCW-W)

    About LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W)

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W) is a Arbitrage Hybrid fund and has delivered an annualised return of 4% over a period of 2 years. The fund was previously known as LIC MF Arbitrage Reg Wkly DR . The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Jaiprakash Toshniwal, Marzban Irani

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

    The LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W) fund was launched on Jan 25, 2019. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-12-03 is ₹10.90. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹30.531. The category risk of the LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W) fund is Low Risk. The fund charges 1.18 % as expense ratio.

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W) 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 , treps , future on tata consultancy services ltd , future on reliance industries ltd , tata consultancy services ltd , reliance industries ltd , 182 dtb 25112021 , future on hcl technologies ltd , hcl technologies ltd , future on hindustan unilever ltd , hindustan unilever ltd , future on hdfc asset management company limited , hdfc asset management company limited , future on axis bank ltd , axis bank ltd , titan co ltd , future on titan co ltd , future on state bank of india , state bank of india , future on grasim industries ltd , grasim industries ltd , future on info edge (india) ltd , info edge (india) ltd , net receivables / (payables) , future on exide industries ltd , future on godrej consumer products ltd , exide industries ltd , godrej consumer products ltd , nmdc ltd , future on nmdc ltd , future on jsw steel ltd , jsw steel ltd , future on l&t finance holdings ltd , l&t finance holdings ltd , future on itc ltd , itc ltd , biocon ltd , future on biocon ltd , ultratech cement ltd , future on ultratech cement ltd , havells india ltd , future on havells india ltd , future on cummins india ltd , cummins india ltd , future on tata power co ltd , future on hero motocorp ltd , hero motocorp ltd , tata power co ltd , future on srf ltd , srf ltd , future on tech mahindra ltd , tech mahindra ltd , future on astral ltd , future on sbi life insurance company limited , sbi life insurance company limited , astral ltd , aurobindo pharma ltd , future on aurobindo pharma ltd , future on lupin ltd , future on escorts ltd , escorts ltd , jubilant foodworks ltd , lupin ltd , future on jubilant foodworks ltd , apollo hospitals enterprise ltd , future on apollo hospitals enterprise ltd , strides pharma science ltd , future on strides pharma science ltd

    LIC MF Arbitrage of Income Dis cum Cap Wrdl (RIDCW-W) 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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