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LIC MF Arbitrage Fund-Regular Plan-Monthly IDCW

LIC · Arbitrage
Low
₹14.58
Current NAV
03 Nov 2026
6.2%
1Y Return
6.4%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.75).
  • Very large asset base (AUM: ₹12,300 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.75
Sharpe Ratio
0.95
Beta
6.75
Alpha
1.01
Sortino
Fund Details
Fund House LIC
Category Arbitrage
AUM ₹12300 Cr
Expense Ratio 1.35%
Min SIP ₹500
Min Lumpsum ₹1000
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