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) | ₹25150 Cr | ₹23581 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 | 0.31% | 0.3% |
6 Month | 3.05% | 3.14% |
1 Year | 6.55% | 6.61% |
3 Year | 7.12% | 6.94% |
5 Year | 5.82% | 5.62% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.39% | 1.35% |
1 Year | 6.24% | 6.23% |
3 Year | 7.02% | 6.94% |
5 Year | 6.59% | 6.39% |
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 | 0.36% | 0.40% |
Sharp | 1.28% | 0.58% |
Beta | - | - |
Alpha | - | - |
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 | 27.38 | 33.31 |
Large Cap | 44.86 | 46.16 |
Small Cap | 5.34 | 3.6 |
Mid Cap | 22.41 | 16.93 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 26.15 | 30.88 |
Energy | 7.56 | 5.88 |
Utilities | 4.72 | 2.94 |
Industrials | 7.16 | 6.33 |
Technology | 6.23 | 5.18 |
Basic Materials | 6.37 | 6.59 |
Healthcare | 5.66 | 4.34 |
Consumer Defensive | 4.59 | 4.68 |
Financial Services | 22.9 | 21.72 |
Consumer Cyclical | 4.42 | 6.69 |
Real Estate | 2.05 | 1.44 |
Communication Services | 2.2 | 3.34 |
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