Aditya Birla Sun Life Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹23900 Cr | ₹20646 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Apr 2007 | 24 Jul 2009 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 1085% |
Expense Ratio | 1.06 | 1.01 |
Manager | Deepak Gupta | Pranav Gupta |
ISIN Code | INF205K01122 | INF209K01264 |
Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.62% | 0.58% |
6 Month | 3.39% | 3.46% |
1 Year | 7% | 6.97% |
3 Year | 7.23% | 6.99% |
5 Year | 5.8% | 5.61% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.65% | 1.67% |
1 Year | 6.83% | 6.92% |
3 Year | 7.25% | 7.18% |
5 Year | 6.65% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.49% | 6.41% |
3 Year | 6.11% | 6.14% |
5 Year | 6.77% | 6.34% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.47% | 0.51% |
Sharp | 0.72% | 0.16% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Gupta | Pranav Gupta |
Total AUM | ₹12015 Cr | ₹10003 Cr |
Funds Managed | 2 | 9 |
Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 21.19 | 32.6 |
Large Cap | 46.39 | 46.59 |
Small Cap | 8.26 | 4.5 |
Mid Cap | 24.16 | 16.31 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 19.87 | 30.11 |
Energy | 4.61 | 7.52 |
Utilities | 5.15 | 3.81 |
Industrials | 7.01 | 6.77 |
Technology | 6.92 | 4.53 |
Basic Materials | 7.56 | 7.58 |
Healthcare | 6.23 | 3.92 |
Consumer Defensive | 7.69 | 4.5 |
Financial Services | 24.35 | 20.99 |
Consumer Cyclical | 6.48 | 5.9 |
Communication Services | 2.71 | 3.44 |
Real Estate | 1.44 | 0.94 |
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