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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) | ₹23900 Cr | ₹6950 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 | 0.49% | 0.45% |
| 6 Month | 3.32% | 3.31% |
| 1 Year | 6.91% | 6.78% |
| 3 Year | 7.15% | 6.8% |
| 5 Year | 5.75% | 5.52% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.65% | 1.66% |
| 1 Year | 6.83% | 6.82% |
| 3 Year | 7.26% | 7.11% |
| 5 Year | 6.63% | 6.39% |
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 | 0.47% | 0.55% |
| Sharp | 0.72% | -0.12% |
| 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 | 21.19 | 33.1 |
| Large Cap | 46.39 | 44.82 |
| Small Cap | 8.26 | 5.12 |
| Mid Cap | 24.16 | 16.96 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.87 | 31.57 |
| Energy | 4.61 | 4.46 |
| Utilities | 5.15 | 2.5 |
| Industrials | 7.01 | 4.24 |
| Technology | 6.92 | 5.99 |
| Basic Materials | 7.56 | 7.45 |
| Healthcare | 6.23 | 3.45 |
| Consumer Defensive | 7.69 | 3.2 |
| Financial Services | 24.35 | 26.55 |
| Consumer Cyclical | 6.48 | 5.56 |
| Communication Services | 2.71 | 3.16 |
| Real Estate | 1.44 | 1.87 |
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