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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) | ₹27400 Cr | ₹8400 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 | 0.59% | 0.57% |
| 6 Month | 2.99% | 2.88% |
| 1 Year | 6.38% | 6.26% |
| 3 Year | 7.09% | 6.89% |
| 5 Year | 6.06% | 5.81% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | 1.53% |
| 1 Year | 6.22% | 6.06% |
| 3 Year | 6.83% | 6.7% |
| 5 Year | 6.67% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.49% | 6.06% |
| 3 Year | 6.14% | 5.85% |
| 5 Year | 6.64% | 5.27% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 2.49% | 2.06% |
| Beta | 0.49% | 0.48% |
| Alpha | 0.37% | 0.2% |
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 | 20.75 | 25.25 |
| Large Cap | 45.74 | 45.82 |
| Mid Cap | 28.84 | 24.37 |
| Small Cap | 4.67 | 4.56 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.27 | 21.82 |
| Communication Services | 4.21 | 4.99 |
| Energy | 3.75 | 3.26 |
| Industrials | 8.87 | 6.15 |
| Technology | 5.17 | 3.37 |
| Basic Materials | 9.28 | 9.69 |
| Healthcare | 5.78 | 4.07 |
| Consumer Defensive | 5.27 | 3.79 |
| Financial Services | 24.16 | 26.75 |
| Consumer Cyclical | 11.52 | 11.15 |
| Utilities | 2.05 | 2.36 |
| Real Estate | 1.67 | 2.6 |
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