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) | ₹22341 Cr | ₹6767 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 | 0.61% | 0.6% |
6 Month | 3.42% | 3.41% |
1 Year | 6.94% | 6.84% |
3 Year | 7.07% | 6.71% |
5 Year | 5.65% | 5.42% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.61% | 1.63% |
1 Year | 6.84% | 6.82% |
3 Year | 7.25% | 7.1% |
5 Year | 6.6% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.46% | 6.02% |
3 Year | 6.1% | 5.7% |
5 Year | 6.82% | 5.2% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.48% | 0.56% |
Sharp | 0.67% | -0.23% |
Beta | - | - |
Alpha | - | - |
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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 | 100.68 | 100.01 |
Large Cap | 49.89 | 53.26 |
Mid Cap | 16.65 | 12.66 |
Small Cap | 5.37 | 2.52 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.25 | 99.67 |
Energy | 7.7 | 6.54 |
Utilities | 2.86 | 2.62 |
Industrials | 8.9 | 4.77 |
Technology | 3.82 | 4.02 |
Basic Materials | 6.31 | 6.67 |
Healthcare | 3.41 | 2.74 |
Consumer Defensive | 2.96 | 2.3 |
Financial Services | 26.72 | 27.09 |
Consumer Cyclical | 6.51 | 7.26 |
Real Estate | 0.86 | 2.2 |
Communication Services | 2.29 | 2.59 |
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