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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) | ₹1296 Cr | ₹27023 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 | 0.46% | 0.48% |
| 6 Month | 2.59% | 2.77% |
| 1 Year | 6.02% | 6.46% |
| 3 Year | - | 7.14% |
| 5 Year | - | 5.84% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 0.81% | 0.85% |
| 1 Year | 4.61% | 4.94% |
| 3 Year | - | 6.54% |
| 5 Year | - | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.51% |
| 3 Year | - | 6.12% |
| 5 Year | - | 6.73% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.38% |
| Sharp | - | 1.22% |
| Beta | - | - |
| Alpha | - | - |
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 | 33.11 | 18.41 |
| Large Cap | 41.14 | 51.93 |
| Mid Cap | 18.93 | 25.14 |
| Small Cap | 6.82 | 4.52 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 32.31 | 17.17 |
| Energy | 5.76 | 7.52 |
| Industrials | 4.52 | 6.73 |
| Technology | 3.43 | 5.66 |
| Basic Materials | 7.18 | 7.93 |
| Consumer Defensive | 1.37 | 3.76 |
| Financial Services | 31.92 | 28.11 |
| Healthcare | 2.08 | 3.11 |
| Consumer Cyclical | 5.39 | 10.83 |
| Utilities | 2 | 3.91 |
| Communication Services | 3.66 | 2.64 |
| Real Estate | 0.38 | 2.64 |
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