- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹27562 Cr | ₹25267 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 | 0.46% | 0.44% |
| 6 Month | 2.87% | 2.79% |
| 1 Year | 6.43% | 6.39% |
| 3 Year | 7.14% | 7.03% |
| 5 Year | 5.97% | 5.77% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.41% |
| 1 Year | 5.95% | 5.92% |
| 3 Year | 6.8% | 6.75% |
| 5 Year | 6.61% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.5% | 6.43% |
| 3 Year | 6.13% | 6.18% |
| 5 Year | 6.66% | 6.2% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 2.74% | 2.53% |
| Beta | 0.47% | 0.45% |
| Alpha | 0.52% | 0.43% |
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 | 27.26 | 23.58 |
| Large Cap | 41.82 | 52.73 |
| Mid Cap | 24.93 | 19.52 |
| Small Cap | 5.99 | 4.17 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.62 | 21.22 |
| Energy | 3.37 | 6.52 |
| Industrials | 7.54 | 6.49 |
| Technology | 4.7 | 3.46 |
| Basic Materials | 7.91 | 8.97 |
| Healthcare | 4.07 | 4.01 |
| Consumer Defensive | 5.15 | 4.75 |
| Financial Services | 23.24 | 27.83 |
| Consumer Cyclical | 10.84 | 8.72 |
| Utilities | 1.64 | 2.89 |
| Communication Services | 4.01 | 3.82 |
| Real Estate | 1.91 | 1.32 |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.97%
UTI Infrastructure Fund-Growth Option
3Y Returns17.96%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.67%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.41%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.38%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.09%
