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) | ₹18674 Cr | ₹13920 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 | 0.56% | 0.57% |
6 Month | 3.46% | 3.52% |
1 Year | 6.89% | 6.93% |
3 Year | 7% | 6.76% |
5 Year | 5.65% | 5.45% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.74% | 1.81% |
1 Year | 7.04% | 7.16% |
3 Year | 7.33% | 7.26% |
5 Year | 6.63% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.46% | 6.38% |
3 Year | 6.1% | 6.13% |
5 Year | 6.82% | 6.43% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.542% | 0.594% |
Sharp | 0.577% | -0.343% |
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 | 100.68 | 103.22 |
Large Cap | 49.89 | 49.45 |
Mid Cap | 16.65 | 14.74 |
Small Cap | 5.37 | 3.54 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.25 | 102.21 |
Energy | 7.7 | 7.29 |
Utilities | 2.86 | 3.04 |
Industrials | 8.9 | 8.09 |
Technology | 3.82 | 3.6 |
Basic Materials | 6.31 | 8.54 |
Healthcare | 3.41 | 2.73 |
Consumer Defensive | 2.96 | 1.06 |
Financial Services | 26.72 | 20.13 |
Consumer Cyclical | 6.51 | 8.67 |
Real Estate | 0.86 | 1.3 |
Communication Services | 2.29 | 4.29 |
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