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Axis Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹24205 Cr | ₹7069 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Apr 2007 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 64.15% |
| Expense Ratio | 1.06 | 0.99 |
| Manager | Deepak Gupta | Devang Shah |
| ISIN Code | INF205K01122 | INF846K01QC8 |
| 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 | Axis Arbitrage Fund - 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 | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.52% | 0.5% |
| 6 Month | 3.22% | 3.24% |
| 1 Year | 6.84% | 6.73% |
| 3 Year | 7.16% | 6.85% |
| 5 Year | 5.81% | 5.58% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.43% |
| 1 Year | 6.52% | 6.46% |
| 3 Year | 7.11% | 6.97% |
| 5 Year | 6.62% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.49% | 6.03% |
| 3 Year | 6.11% | 5.77% |
| 5 Year | 6.77% | 5.21% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.35% | 0.40% |
| Sharp | 1.38% | 0.35% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Gupta | Devang Shah |
| Total AUM | ₹12015 Cr | ₹60014 Cr |
| Funds Managed | 2 | 15 |
| Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.38 | 33.49 |
| Large Cap | 44.86 | 43.42 |
| Small Cap | 5.34 | 4.4 |
| Mid Cap | 22.41 | 18.7 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.15 | 31.52 |
| Energy | 7.56 | 3.83 |
| Utilities | 4.72 | 2.9 |
| Industrials | 7.16 | 4.7 |
| Technology | 6.23 | 5.17 |
| Basic Materials | 6.37 | 7.27 |
| Healthcare | 5.66 | 3.43 |
| Consumer Defensive | 4.59 | 2.98 |
| Financial Services | 22.9 | 26.13 |
| Consumer Cyclical | 4.42 | 6.41 |
| Real Estate | 2.05 | 2.1 |
| Communication Services | 2.2 | 3.56 |
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