Bajaj Finserv Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹897 Cr | ₹23900 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 30 Apr 2007 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 2126% |
Expense Ratio | 0.95 | 1.06 |
Manager | Siddharth Chaudhary | Deepak Gupta |
ISIN Code | INF0QA701490 | INF205K01122 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Month | 0.49% | 0.55% |
6 Month | 3.05% | 3.34% |
1 Year | 6.33% | 6.92% |
3 Year | - | 7.13% |
5 Year | - | 5.73% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.53% | 1.65% |
1 Year | 6.32% | 6.83% |
3 Year | - | 7.26% |
5 Year | - | 6.63% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.74% | 6.46% |
3 Year | - | 6.1% |
5 Year | - | 6.82% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | - | 0.47% |
Sharp | - | 0.72% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Deepak Gupta |
Total AUM | ₹7136 Cr | ₹12015 Cr |
Funds Managed | 8 | 2 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 29.18 | 29.01 |
Large Cap | 54.19 | 45.64 |
Small Cap | 4.03 | 5.33 |
Mid Cap | 12.6 | 20.02 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 29.09 | 28.2 |
Energy | 5.18 | 3.59 |
Utilities | 2.66 | 4.18 |
Industrials | 3.89 | 6.79 |
Technology | 5.34 | 5.39 |
Basic Materials | 6.53 | 5.61 |
Consumer Defensive | 2.58 | 8.76 |
Financial Services | 34.19 | 23.79 |
Consumer Cyclical | 5.83 | 5.76 |
Healthcare | 0.89 | 4.18 |
Communication Services | 3.1 | 2.55 |
Real Estate | 0.71 | 1.2 |
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