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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) | ₹27023 Cr | ₹7578 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% | 0.49% |
| 6 Month | 3.02% | 2.93% |
| 1 Year | 6.29% | 6.18% |
| 3 Year | 7.18% | 6.95% |
| 5 Year | 5.89% | 5.66% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.34% |
| 1 Year | 6.01% | 5.88% |
| 3 Year | 6.88% | 6.74% |
| 5 Year | 6.6% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.51% | 6.05% |
| 3 Year | 6.12% | 5.82% |
| 5 Year | 6.69% | 5.25% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.39% |
| Sharp | 1.22% | 0.50% |
| 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 | 18.41 | 27.72 |
| Large Cap | 51.93 | 44.34 |
| Mid Cap | 25.14 | 23.65 |
| Small Cap | 4.52 | 4.29 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.17 | 25.94 |
| Energy | 7.52 | 3.8 |
| Industrials | 6.73 | 5.14 |
| Technology | 5.66 | 4.62 |
| Basic Materials | 7.93 | 7.25 |
| Healthcare | 3.11 | 2.71 |
| Consumer Defensive | 3.76 | 3.29 |
| Financial Services | 28.11 | 27.17 |
| Consumer Cyclical | 10.83 | 10.05 |
| Real Estate | 2.64 | 2.16 |
| Utilities | 3.91 | 2.94 |
| Communication Services | 2.64 | 4.93 |
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