LIC MF Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.06 | 5.08 | 4.76 | N/A |
Average Rolling Returns(%) | 4.72 | 4.12 | N/A | N/A |
The Current NAV of LIC MF Arbitrage Fund - Regular Plan - Growth is ₹12.79.
It is better to invest in a fund with a longer track record as LIC MF Arbitrage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
LIC MF Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 0.97%
The process for redemption is
The AUM of LIC MF Arbitrage Fund - Regular Plan - Growth is currently ₹143 Crores.
The Top three stocks are HDFC Bank, Indus Towers and TCS and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.
Top three sectors of LIC MF Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 56% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of LIC MF Arbitrage Fund - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Sumit Bhatnagar and Pratik Shroff manage the LIC MF Arbitrage Fund - Regular Plan - Growth Fund.
LIC MF Arbitrage Fund - Regular Plan - Growth current PE ratio is 31.21 and PB ratio is 5.61
The asset allocation of LIC MF Arbitrage Fund - Regular Plan - Growth is Stocks : 68.29%, Debt : 16.77% and Gold : 14.96%
The minimum SIP amount for LIC MF Arbitrage Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for LIC MF Arbitrage Fund - Regular Plan - Growth is 0.25% on or before 1 months, Nil after 1 months