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LIC MF Arbitrage Fund-Regular Plan-Weekly IDCW

LIC · Arbitrage
Low
₹14.18
Current NAV
25 Jun 2026
4.5%
1Y Return
7.0%
3Y CAGR
5.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.45).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • 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
1.95
Sharpe Ratio
0.65
Beta
4.45
Alpha
2.63
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Fund Details
Fund House LIC
Category Arbitrage
AUM ₹9500 Cr
Expense Ratio 1.45%
Min SIP ₹500
Min Lumpsum ₹1000
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