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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) | ₹27023 Cr | ₹22619 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 | 0.48% | 0.44% |
| 6 Month | 2.77% | 2.7% |
| 1 Year | 6.46% | 6.45% |
| 3 Year | 7.14% | 6.99% |
| 5 Year | 5.84% | 5.65% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | 0.87% |
| 1 Year | 4.98% | 5.02% |
| 3 Year | 6.55% | 6.51% |
| 5 Year | 6.39% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.51% | 6.42% |
| 3 Year | 6.12% | 6.15% |
| 5 Year | 6.73% | 6.29% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.38% |
| Sharp | 1.22% | 0.76% |
| 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 | 18.41 | 26.67 |
| Large Cap | 51.93 | 51.62 |
| Mid Cap | 25.14 | 17.83 |
| Small Cap | 4.52 | 3.87 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.17 | 24.22 |
| Energy | 7.52 | 6.91 |
| Industrials | 6.73 | 6.4 |
| Technology | 5.66 | 3.83 |
| Basic Materials | 7.93 | 7.3 |
| Healthcare | 3.11 | 3.9 |
| Consumer Defensive | 3.76 | 4.77 |
| Financial Services | 28.11 | 25.45 |
| Consumer Cyclical | 10.83 | 8.81 |
| Real Estate | 2.64 | 1.36 |
| Utilities | 3.91 | 3.25 |
| Communication Services | 2.64 | 3.79 |
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